-38.2%
SNDU vs AJG
+38.8%
-77.0%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -44.1% | -0.1% | -44.0% | -44.4% |
| 7D | -67.5% | +7.4% | -74.9% | -57.3% |
| 30D | -80.3% | +25.3% | -105.6% | -56.9% |
| 3M | -74.1% | +15.1% | -89.2% | -56.6% |
| 6M | -85.8% | +40.8% | -126.6% | -48.0% |
| All | -38.2% | +38.8% | -77.0% | +128.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling