+828.0%
AGYS price history and return analytics
+364.8%
+463.2%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | +0.5% |
| 7D | -7.6% | -2.0% | -5.6% | -5.2% |
| 30D | -1.0% | -1.4% | +0.4% | +0.9% |
| 3M | +15.7% | +4.7% | +11.0% | +8.3% |
| 6M | +43.9% | +11.4% | +32.5% | +22.7% |
| YTD | -11.3% | +13.1% | -24.3% | -26.1% |
| 1Y | -2.5% | +19.0% | -21.5% | -24.1% |
| 3Y | +51.9% | +73.9% | -22.1% | -27.3% |
| 5Y | +106.8% | +65.4% | +41.4% | +4.4% |
| 10Y | +873.9% | +225.4% | +648.5% | +95.2% |
| All | +828.0% | +364.8% | +463.2% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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