+15.2%
AJG vs INFQ
+7.9%
+7.3%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.5% | -1.2% |
| 7D | -8.3% | +2.1% | -10.4% | -8.1% |
| 30D | -5.7% | +6.1% | -11.8% | -5.3% |
| 3M | +9.1% | -7.1% | +16.2% | +10.3% |
| 6M | +15.2% | +14.8% | +0.4% | +17.1% |
| All | +15.2% | +7.9% | +7.3% | +17.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 6mo: compounded portfolio wealth divided by compounded INFQ 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…
6mo analysis · Full analysis span regression · 6 months rolling