+107.5%
SOXX vs AGI
+9.2%
+98.3%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.7% | +1.2% | +1.7% |
| 7D | +1.4% | -2.7% | +4.1% | +2.1% |
| 30D | -3.6% | +7.2% | -10.8% | -5.4% |
| 3M | -10.2% | +4.3% | -14.4% | -12.0% |
| 6M | +54.2% | -27.1% | +81.3% | +62.5% |
| YTD | +75.2% | -6.6% | +81.8% | +74.5% |
| 1Y | +107.5% | +9.5% | +98.0% | +94.1% |
| All | +107.5% | +9.2% | +98.3% | +94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling