-26.9%
INFY vs AJG
-12.9%
-14.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -2.7% |
| 7D | -2.9% | -1.8% | -1.1% | -2.2% |
| 30D | -6.2% | +4.6% | -10.9% | -8.0% |
| 3M | -4.9% | +24.9% | -29.8% | -10.5% |
| 6M | -16.6% | +17.2% | -33.8% | -20.9% |
| YTD | -32.9% | +2.2% | -35.1% | -36.3% |
| 1Y | -26.9% | -11.5% | -15.4% | -31.1% |
| All | -26.9% | -12.9% | -14.0% | -31.1% |
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