+2,383.0%
INFY vs AJG
+4,292.9%
-1,910.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +1.9% |
| 7D | -5.4% | -8.3% | +2.9% | -2.7% |
| 30D | -9.9% | -5.7% | -4.2% | -8.2% |
| 3M | -4.6% | +9.1% | -13.7% | -7.1% |
| 6M | -18.5% | +15.2% | -33.7% | -22.0% |
| YTD | -36.5% | -6.3% | -30.2% | -35.5% |
| 1Y | -32.8% | -19.1% | -13.6% | -28.7% |
| 3Y | -32.2% | +8.2% | -40.4% | -35.6% |
| 5Y | -44.7% | +75.6% | -120.3% | -55.5% |
| 10Y | +82.3% | +471.1% | -388.8% | +1.5% |
| All | +2,383.0% | +4,292.9% | -1,910.0% | +910.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling