+65.9%
BEN vs ACGL
+31.5%
+34.4%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.0% | +7.7% | +5.1% |
| 7D | +6.6% | +0.9% | +5.7% | +6.4% |
| 30D | +3.8% | +13.7% | -9.9% | +1.9% |
| 3M | +0.2% | +8.0% | -7.8% | -1.0% |
| 6M | +10.4% | +13.3% | -2.8% | +8.1% |
| YTD | +46.2% | +11.8% | +34.3% | +43.1% |
| 1Y | +52.3% | +22.2% | +30.0% | +46.8% |
| 3Y | +65.9% | +32.5% | +33.5% | +76.1% |
| All | +65.9% | +31.5% | +34.4% | +76.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling