+173.4%
ACGL vs BB
-14.0%
+187.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.0% | +3.0% | +0.1% |
| 7D | -1.2% | +9.0% | -10.2% | -1.3% |
| 30D | +12.8% | +7.7% | +5.1% | +12.5% |
| 3M | +12.3% | +4.0% | +8.3% | +12.1% |
| 6M | +15.8% | +46.6% | -30.8% | +13.6% |
| YTD | +13.9% | +140.6% | -126.7% | +9.3% |
| 1Y | +19.0% | +103.1% | -84.1% | +15.0% |
| 3Y | +33.7% | +150.5% | -116.9% | +25.6% |
| 5Y | +173.4% | -15.4% | +188.8% | +194.1% |
| All | +173.4% | -14.0% | +187.4% | +194.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling