+12.8%
TEAM vs AJG
-12.9%
+25.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.5% | -1.1% | -1.8% |
| 7D | -0.4% | -1.8% | +1.4% | +0.5% |
| 30D | +67.3% | +4.6% | +62.7% | +62.5% |
| 3M | +86.8% | +24.9% | +61.9% | +67.8% |
| 6M | +146.8% | +17.2% | +129.6% | +124.1% |
| YTD | +16.9% | +2.2% | +14.8% | +6.4% |
| 1Y | +12.8% | -11.5% | +24.3% | +8.5% |
| All | +12.8% | -12.9% | +25.7% | +8.5% |
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