+11,175.1%
AJG vs BEN
+4,758.9%
+6,416.2%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +1.0% | -0.1% |
| 7D | -8.5% | +0.3% | -8.8% | -8.6% |
| 30D | -3.8% | +0.9% | -4.7% | -4.0% |
| 3M | +10.8% | +9.2% | +1.6% | +8.1% |
| 6M | +15.6% | +36.8% | -21.2% | +6.4% |
| YTD | -5.1% | +44.4% | -49.5% | -13.9% |
| 1Y | -16.0% | +45.8% | -61.9% | -24.2% |
| 3Y | +9.7% | +52.5% | -42.8% | -4.4% |
| 5Y | +77.8% | +37.7% | +40.1% | +55.6% |
| 10Y | +478.2% | +55.4% | +422.8% | +368.1% |
| All | +11,175.1% | +4,758.9% | +6,416.2% | +5,173.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling