+2,945.7%
TER vs AGI
+5,459.2%
-2,513.4%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.9% | +7.4% | +5.7% |
| 7D | +0.6% | +0.6% | 0.0% | +0.5% |
| 30D | -8.3% | +18.2% | -26.5% | -9.7% |
| 3M | -12.2% | -4.1% | -8.1% | -12.1% |
| 6M | +17.1% | -28.7% | +45.8% | +20.2% |
| YTD | +84.7% | -4.0% | +88.7% | +84.7% |
| 1Y | +199.9% | +17.4% | +182.5% | +194.7% |
| 3Y | +232.8% | +203.0% | +29.7% | +200.7% |
| 5Y | +198.6% | +376.7% | -178.1% | +158.9% |
| 10Y | +1,669.7% | +407.5% | +1,262.3% | +1,365.0% |
| All | +2,945.7% | +5,459.2% | -2,513.4% | +2,335.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling