+3,341.8%
V vs AGI
+430.5%
+2,911.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.3% |
| 7D | +0.9% | -10.1% | +11.0% | +1.2% |
| 30D | +9.0% | -6.5% | +15.5% | +9.1% |
| 3M | +16.7% | -12.8% | +29.5% | +17.1% |
| 6M | +33.4% | -34.3% | +67.7% | +34.7% |
| YTD | +22.4% | -25.6% | +48.0% | +22.9% |
| 1Y | +27.7% | -14.2% | +41.9% | +27.7% |
| 3Y | +78.0% | +127.3% | -49.3% | +72.3% |
| 5Y | +108.5% | +241.8% | -133.2% | +99.0% |
| 10Y | +459.0% | +381.8% | +77.3% | +426.2% |
| All | +3,341.8% | +430.5% | +2,911.3% | +3,049.9% |
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