+3,310.4%
V vs AG
+238.9%
+3,071.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.1% |
| 7D | +2.2% | +6.3% | -4.1% | +1.9% |
| 30D | +13.6% | -8.9% | +22.5% | +14.1% |
| 3M | +14.3% | -12.2% | +26.5% | +14.8% |
| 6M | +33.1% | -28.3% | +61.4% | +34.6% |
| YTD | +21.2% | -8.8% | +30.1% | +20.1% |
| 1Y | +26.4% | +39.4% | -12.9% | +22.2% |
| 3Y | +77.6% | +229.4% | -151.8% | +59.6% |
| 5Y | +102.6% | +14.5% | +88.1% | +90.4% |
| 10Y | +464.4% | +82.7% | +381.7% | +394.7% |
| All | +3,310.4% | +238.9% | +3,071.5% | +1,892.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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