-19.1%
AJG vs TECH
+42.2%
-61.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +6.1% |
| 6M | +15.2% | +34.9% | -19.7% | +11.7% |
| YTD | -6.3% | +23.2% | -29.5% | -8.5% |
| 1Y | -19.1% | +36.3% | -55.4% | -21.2% |
| All | -19.1% | +42.2% | -61.3% | -21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling