+331.1%
ACGL vs BUD
-9.0%
+340.1%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.5% | -1.5% | -2.4% |
| 7D | +0.9% | +4.5% | -3.6% | -0.8% |
| 30D | +13.7% | +12.5% | +1.2% | +8.6% |
| 3M | +8.0% | 0.0% | +8.1% | +7.8% |
| 6M | +13.3% | +3.8% | +9.5% | +11.1% |
| YTD | +11.8% | +33.1% | -21.2% | -1.2% |
| 1Y | +22.2% | +35.5% | -13.3% | +7.1% |
| 3Y | +32.5% | +49.4% | -16.9% | +9.2% |
| 5Y | +160.2% | +48.0% | +112.1% | +110.3% |
| All | +331.1% | -9.0% | +340.1% | +232.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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