+459.5%
AJG vs WU
-39.1%
+498.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.8% | -1.4% |
| 7D | -8.3% | -3.5% | -4.8% | -7.3% |
| 30D | -5.7% | -2.9% | -2.7% | -4.9% |
| 3M | +9.1% | -2.3% | +11.3% | +8.8% |
| 6M | +15.2% | -25.4% | +40.6% | +23.9% |
| YTD | -6.3% | -21.2% | +14.9% | -0.9% |
| 1Y | -19.1% | -8.9% | -10.3% | -18.5% |
| 3Y | +8.2% | -29.0% | +37.2% | +15.0% |
| 5Y | +75.6% | -50.7% | +126.4% | +108.6% |
| All | +459.5% | -39.1% | +498.6% | +503.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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