+80.2%
AJG vs ACWI
+58.7%
+21.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.2% |
| 7D | +0.5% | +2.4% | -2.0% | -0.7% |
| 30D | +19.4% | -1.7% | +21.0% | +20.1% |
| 3M | +11.9% | -3.9% | +15.8% | +13.8% |
| 6M | +48.3% | +0.8% | +47.5% | +46.5% |
| YTD | +10.3% | +11.0% | -0.7% | +2.5% |
| 1Y | +11.5% | +13.1% | -1.6% | +2.4% |
| 3Y | +17.5% | +73.9% | -56.3% | -21.8% |
| All | +80.2% | +58.7% | +21.4% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling