+494.4%
TEAM vs AGI
+392.3%
+102.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | -5.2% | -2.7% | -2.5% | -5.0% |
| 30D | +15.8% | +7.2% | +8.5% | +15.2% |
| 3M | +101.5% | +4.3% | +97.2% | +100.7% |
| 6M | +138.2% | -27.1% | +165.3% | +141.6% |
| YTD | +10.8% | -6.6% | +17.4% | +10.2% |
| 1Y | +1.7% | +9.5% | -7.8% | -0.2% |
| 3Y | -16.0% | +208.4% | -224.5% | -23.7% |
| 5Y | -52.7% | +401.6% | -454.3% | -58.2% |
| All | +494.4% | +392.3% | +102.1% | +463.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling