+11,036.6%
AJG vs TECH
+100,620.9%
-89,584.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +5.4% |
| 6M | +15.2% | +34.9% | -19.7% | +10.8% |
| YTD | -6.3% | +23.2% | -29.5% | -9.1% |
| 1Y | -19.1% | +36.3% | -55.4% | -22.6% |
| 3Y | +8.2% | +2.3% | +6.0% | +5.1% |
| 5Y | +75.6% | -42.9% | +118.5% | +80.1% |
| 10Y | +471.1% | +188.4% | +282.7% | +397.1% |
| All | +11,036.6% | +100,620.9% | -89,584.4% | +7,371.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling