+42.5%
BEN vs ACGL
+161.8%
-119.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.3% | +4.0% |
| 7D | +0.2% | -0.7% | +1.0% | +0.4% |
| 30D | -0.5% | -1.0% | +0.5% | -0.3% |
| 3M | +9.7% | +11.0% | -1.3% | +5.9% |
| 6M | +33.9% | -0.3% | +34.2% | +33.4% |
| YTD | +49.0% | +2.3% | +46.7% | +47.0% |
| 1Y | +42.1% | +6.4% | +35.7% | +38.3% |
| 3Y | +51.9% | +34.0% | +17.9% | +31.9% |
| All | +42.5% | +161.8% | -119.3% | -22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling