+789.1%
NOW vs AJG
+473.1%
+316.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.3% | +1.8% |
| 7D | -6.2% | -8.3% | +2.1% | -1.1% |
| 30D | +6.1% | -5.7% | +11.8% | +9.9% |
| 3M | +28.6% | +9.1% | +19.5% | +22.1% |
| 6M | +14.6% | +15.2% | -0.6% | +5.4% |
| YTD | -13.5% | -6.3% | -7.2% | -10.8% |
| 1Y | -29.4% | -19.1% | -10.3% | -21.0% |
| 3Y | +9.4% | +8.2% | +1.1% | -3.5% |
| 5Y | +2.3% | +75.6% | -73.4% | -35.5% |
| All | +789.1% | +473.1% | +316.0% | +189.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling