+15.9%
AJG vs UUUU
-55.1%
+71.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.8% | +6.3% | +5.4% |
| 7D | +10.7% | -14.4% | +25.2% | +9.6% |
| 30D | +26.9% | -33.6% | +60.5% | +23.9% |
| 3M | +16.6% | -44.2% | +60.7% | +12.8% |
| 6M | +40.1% | -66.8% | +106.9% | +33.8% |
| YTD | +12.4% | -50.6% | +63.1% | +7.3% |
| 1Y | +15.9% | -57.8% | +73.7% | +10.3% |
| All | +15.9% | -55.1% | +71.0% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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