+15.1%
TEAM vs AJG
+19.3%
-4.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.5% | -6.1% | -3.7% |
| 7D | -13.7% | +10.7% | -24.5% | -19.2% |
| 30D | -3.4% | +26.9% | -30.3% | -17.9% |
| 3M | +72.1% | +16.6% | +55.6% | +54.1% |
| 6M | +103.8% | +40.1% | +63.7% | +62.8% |
| YTD | +17.1% | +12.4% | +4.7% | +0.2% |
| 1Y | +15.1% | +15.9% | -0.8% | -1.8% |
| All | +15.1% | +19.3% | -4.3% | -1.8% |
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