+8.2%
AJG vs TECH
+1.2%
+7.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +6.4% |
| 6M | +15.2% | +34.9% | -19.7% | +12.0% |
| YTD | -6.3% | +23.2% | -29.5% | -8.4% |
| 1Y | -19.1% | +36.3% | -55.4% | -21.7% |
| 3Y | +8.2% | +2.3% | +6.0% | +8.5% |
| All | +8.2% | +1.2% | +7.0% | +8.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling