+494.4%
TEAM vs AJG
+473.1%
+21.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.8% |
| 7D | -5.2% | -8.3% | +3.1% | -0.5% |
| 30D | +15.8% | -5.7% | +21.4% | +19.5% |
| 3M | +101.5% | +9.1% | +92.4% | +92.2% |
| 6M | +138.2% | +15.2% | +123.0% | +120.7% |
| YTD | +10.8% | -6.3% | +17.1% | +14.1% |
| 1Y | +1.7% | -19.1% | +20.8% | +12.7% |
| 3Y | -16.0% | +8.2% | -24.3% | -24.9% |
| 5Y | -52.7% | +75.6% | -128.3% | -68.3% |
| All | +494.4% | +473.1% | +21.3% | +121.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling