+330.6%
ACGL vs WU
-36.4%
+367.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -1.1% | +9.1% | -10.2% | -4.3% |
| 30D | +13.1% | +12.1% | +1.0% | +8.4% |
| 3M | +9.8% | +0.3% | +9.5% | +9.2% |
| 6M | +15.3% | -19.1% | +34.4% | +22.7% |
| YTD | +12.7% | -19.2% | +31.9% | +19.4% |
| 1Y | +20.7% | -15.3% | +36.0% | +25.1% |
| 3Y | +34.3% | -21.3% | +55.6% | +38.7% |
| 5Y | +170.6% | -41.7% | +212.3% | +209.9% |
| 10Y | +330.6% | -36.0% | +366.6% | +386.8% |
| All | +330.6% | -36.4% | +367.0% | +386.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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