+125.0%
SU vs AJG
+8.2%
+116.9%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | -0.1% |
| 7D | +2.2% | -8.3% | +10.5% | +2.5% |
| 30D | +8.4% | -5.7% | +14.1% | +8.6% |
| 3M | +12.1% | +9.1% | +3.0% | +11.5% |
| 6M | +19.7% | +15.2% | +4.5% | +18.6% |
| YTD | +58.4% | -6.3% | +64.7% | +58.8% |
| 1Y | +67.2% | -19.1% | +86.3% | +70.0% |
| 3Y | +125.0% | +8.2% | +116.8% | +124.6% |
| All | +125.0% | +8.2% | +116.9% | +124.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling