+3,978.4%
FDX vs AJG
+11,671.2%
-7,692.8%
-71.3%
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 | -2.6% | -4.0% | +1.4% | -1.2% |
| 7D | -3.3% | -3.8% | +0.5% | -2.0% |
| 30D | -1.4% | +1.6% | -3.0% | -2.0% |
| 3M | -4.5% | +18.6% | -23.1% | -10.7% |
| 6M | +9.4% | +10.9% | -1.5% | +4.3% |
| YTD | +36.0% | -2.0% | +38.0% | +34.7% |
| 1Y | +75.5% | -14.9% | +90.5% | +82.1% |
| 3Y | +62.8% | +13.4% | +49.4% | +50.2% |
| 5Y | +64.4% | +83.2% | -18.8% | +26.9% |
| 10Y | +175.5% | +484.3% | -308.8% | +42.9% |
| All | +3,978.4% | +11,671.2% | -7,692.8% | +991.8% |
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