+459.5%
AJG vs GEN
+159.8%
+299.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.0% | -2.2% | -1.4% |
| 7D | -8.3% | -1.3% | -7.0% | -8.1% |
| 30D | -5.7% | +6.1% | -11.8% | -6.7% |
| 3M | +9.1% | +27.0% | -17.9% | +4.7% |
| 6M | +15.2% | +43.9% | -28.6% | +7.8% |
| YTD | -6.3% | +13.0% | -19.3% | -8.9% |
| 1Y | -19.1% | +4.0% | -23.1% | -20.3% |
| 3Y | +8.2% | +66.2% | -58.0% | -2.5% |
| 5Y | +75.6% | +23.2% | +52.5% | +64.1% |
| All | +459.5% | +159.8% | +299.7% | +348.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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