+26,079.9%
CAT vs AJG
+11,671.2%
+14,408.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.0% | +5.1% | +2.3% |
| 7D | +5.6% | -3.8% | +9.3% | +6.8% |
| 30D | -2.3% | +1.6% | -4.0% | -3.1% |
| 3M | -10.0% | +18.6% | -28.6% | -16.0% |
| 6M | +21.2% | +10.9% | +10.4% | +14.8% |
| YTD | +44.4% | -2.0% | +46.4% | +41.8% |
| 1Y | +96.3% | -14.9% | +111.2% | +101.1% |
| 3Y | +203.9% | +13.4% | +190.5% | +176.7% |
| 5Y | +333.5% | +83.2% | +250.3% | +231.3% |
| 10Y | +1,126.0% | +484.3% | +641.8% | +536.2% |
| All | +26,079.9% | +11,671.2% | +14,408.7% | +7,147.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AJG 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling