+330.4%
ACGL vs BBWI
-44.4%
+374.8%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +1.3% | -4.2% | +5.5% | +1.8% |
| 30D | +14.2% | +24.9% | -10.7% | +10.6% |
| 3M | +11.1% | +13.2% | -2.1% | +8.7% |
| 6M | +16.4% | +12.1% | +4.2% | +13.3% |
| YTD | +13.8% | +11.1% | +2.7% | +9.8% |
| 1Y | +21.6% | +0.7% | +20.8% | +18.1% |
| 3Y | +33.5% | -23.8% | +57.3% | +29.7% |
| 5Y | +174.8% | -66.9% | +241.8% | +199.4% |
| 10Y | +330.4% | -45.3% | +375.7% | +233.5% |
| All | +330.4% | -44.4% | +374.8% | +233.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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