+459.5%
AJG vs UUUU
+465.5%
-6.0%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.0% | +3.8% | -1.0% |
| 7D | -8.3% | -10.5% | +2.2% | -7.8% |
| 30D | -5.7% | -10.5% | +4.8% | -5.3% |
| 3M | +9.1% | -14.1% | +23.2% | +9.6% |
| 6M | +15.2% | -35.5% | +50.7% | +16.8% |
| YTD | -6.3% | -10.9% | +4.6% | -7.7% |
| 1Y | -19.1% | +3.4% | -22.5% | -21.7% |
| 3Y | +8.2% | +73.1% | -64.9% | -1.6% |
| 5Y | +75.6% | +87.1% | -11.5% | +53.6% |
| All | +459.5% | +465.5% | -6.0% | +300.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling