-20.4%
INFY vs AJG
+16.2%
-36.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.7% | +4.6% |
| 7D | +4.9% | +7.4% | -2.5% | +1.1% |
| 30D | +21.3% | +25.3% | -4.0% | +8.3% |
| 3M | +2.6% | +15.1% | -12.5% | -4.8% |
| 6M | +4.9% | +40.8% | -35.9% | -8.4% |
| YTD | -26.6% | +12.3% | -39.0% | -34.6% |
| 1Y | -20.4% | +17.5% | -37.9% | -28.9% |
| All | -20.4% | +16.2% | -36.5% | -28.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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