+534.3%
AJG vs SUI
+123.0%
+411.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.7% |
| 7D | +0.5% | -1.5% | +2.0% | +1.1% |
| 30D | +19.4% | +3.7% | +15.6% | +17.7% |
| 3M | +11.9% | -0.4% | +12.3% | +12.2% |
| 6M | +48.3% | -2.8% | +51.0% | +50.0% |
| YTD | +10.3% | -1.6% | +11.9% | +10.9% |
| 1Y | +11.5% | -2.1% | +13.6% | +12.2% |
| 3Y | +17.5% | +18.5% | -0.9% | +6.5% |
| 5Y | +79.8% | -26.5% | +106.3% | +99.0% |
| All | +534.3% | +123.0% | +411.4% | +395.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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