+459.5%
AJG vs TECH
+189.9%
+269.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -8.3% | -0.4% | -7.8% | -8.2% |
| 30D | -5.7% | 0.0% | -5.6% | -5.7% |
| 3M | +9.1% | +33.7% | -24.6% | +2.2% |
| 6M | +15.2% | +34.9% | -19.7% | +6.8% |
| YTD | -6.3% | +23.2% | -29.5% | -11.7% |
| 1Y | -19.1% | +36.3% | -55.4% | -25.9% |
| 3Y | +8.2% | +2.3% | +6.0% | +1.9% |
| 5Y | +75.6% | -42.9% | +118.5% | +91.9% |
| All | +459.5% | +189.9% | +269.6% | +245.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling