+1,509.4%
ACGL vs WU
-20.2%
+1,529.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.0% | -1.0% | -2.4% |
| 7D | +0.9% | +11.7% | -10.8% | -2.6% |
| 30D | +13.7% | +12.6% | +1.1% | +9.4% |
| 3M | +8.0% | -0.5% | +8.5% | +7.9% |
| 6M | +13.3% | -18.2% | +31.5% | +18.9% |
| YTD | +11.8% | -19.0% | +30.8% | +17.3% |
| 1Y | +22.2% | -16.7% | +38.9% | +26.7% |
| 3Y | +32.5% | -21.0% | +53.5% | +36.6% |
| 5Y | +160.2% | -41.7% | +201.9% | +189.1% |
| 10Y | +338.5% | -35.0% | +373.5% | +373.4% |
| All | +1,509.4% | -20.2% | +1,529.6% | +1,344.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling