+11,220.1%
AJG vs GEN
+8,579.3%
+2,640.8%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | -7.4% | -2.9% | -4.5% | -7.1% |
| 30D | -3.0% | +2.1% | -5.0% | -3.2% |
| 3M | +12.8% | +19.7% | -6.9% | +11.1% |
| 6M | +12.8% | +33.3% | -20.4% | +9.8% |
| YTD | -4.7% | +11.1% | -15.9% | -6.0% |
| 1Y | -17.2% | +3.0% | -20.2% | -17.7% |
| 3Y | +10.2% | +57.9% | -47.7% | +5.0% |
| 5Y | +76.9% | +20.6% | +56.3% | +71.4% |
| 10Y | +480.5% | +153.2% | +327.3% | +420.2% |
| All | +11,220.1% | +8,579.3% | +2,640.8% | +8,006.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling