+7,632.9%
AJG vs SUI
+4,037.5%
+3,595.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.1% | -1.4% |
| 7D | -1.8% | -2.8% | +1.0% | -0.9% |
| 30D | +4.6% | -1.2% | +5.8% | +5.0% |
| 3M | +24.9% | -1.7% | +26.7% | +25.7% |
| 6M | +17.2% | -10.5% | +27.7% | +21.2% |
| YTD | +2.2% | -1.8% | +4.0% | +2.6% |
| 1Y | -11.5% | -4.1% | -7.4% | -10.6% |
| 3Y | +16.7% | +11.3% | +5.4% | +10.5% |
| 5Y | +89.6% | -32.1% | +121.7% | +107.2% |
| 10Y | +512.4% | +110.4% | +402.0% | +371.7% |
| All | +7,632.9% | +4,037.5% | +3,595.4% | +3,017.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling