+289.3%
INTC vs AJG
-12.9%
+302.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.5% | +6.0% | +3.3% |
| 7D | +7.1% | -1.8% | +8.9% | +5.5% |
| 30D | -5.2% | +4.6% | -9.8% | -1.1% |
| 3M | -14.3% | +24.9% | -39.2% | +2.8% |
| 6M | +110.2% | +17.2% | +93.0% | +147.8% |
| YTD | +159.6% | +2.2% | +157.5% | +183.0% |
| 1Y | +289.3% | -11.5% | +300.8% | +327.1% |
| All | +289.3% | -12.9% | +302.2% | +327.1% |
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