+56.5%
BEN vs ACGL
+270.2%
-213.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.3% | +4.4% |
| 7D | +0.2% | -0.7% | +1.0% | +0.6% |
| 30D | -0.5% | -1.0% | +0.5% | -0.1% |
| 3M | +9.7% | +11.0% | -1.3% | +3.3% |
| 6M | +33.9% | -0.3% | +34.2% | +33.0% |
| YTD | +49.0% | +2.3% | +46.7% | +45.5% |
| 1Y | +42.1% | +6.4% | +35.7% | +35.5% |
| 3Y | +51.9% | +34.0% | +17.9% | +21.4% |
| 5Y | +39.0% | +161.6% | -122.6% | -29.6% |
| All | +56.5% | +270.2% | -213.7% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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