+8.2%
AJG vs BBIO
+154.4%
-146.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -8.3% | -3.2% | -5.1% | -8.2% |
| 30D | -5.7% | -13.6% | +7.9% | -5.4% |
| 3M | +9.1% | +7.2% | +1.8% | +8.9% |
| 6M | +15.2% | +1.5% | +13.7% | +15.1% |
| YTD | -6.3% | -5.3% | -1.0% | -6.2% |
| 1Y | -19.1% | +37.7% | -56.8% | -20.1% |
| 3Y | +8.2% | +153.9% | -145.7% | +2.7% |
| All | +8.2% | +154.4% | -146.2% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 3y: compounded portfolio wealth divided by compounded BBIO 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…
3y analysis · Full analysis span regression · 6 months rolling