+17.5%
AJG vs SOLS
+25.8%
-8.3%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.6% | +4.5% | -0.9% |
| 7D | +7.4% | -12.0% | +19.4% | +5.3% |
| 30D | +25.3% | -10.2% | +35.5% | +23.4% |
| 3M | +15.1% | -11.8% | +26.9% | +13.0% |
| 6M | +40.8% | -34.0% | +74.8% | +34.4% |
| YTD | +12.3% | +13.7% | -1.3% | +11.7% |
| 1Y | +17.5% | +14.2% | +3.3% | +16.7% |
| All | +17.5% | +25.8% | -8.3% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 1y: compounded portfolio wealth divided by compounded SOLS 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…
1y analysis · Full analysis span regression · 6 months rolling