+1,200.6%
BEN vs ACGL
+4,938.9%
-3,738.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.2% | +0.8% |
| 7D | +12.1% | +1.3% | +10.9% | +11.6% |
| 30D | +13.4% | +14.2% | -0.8% | +7.8% |
| 3M | +9.4% | +11.1% | -1.7% | +4.9% |
| 6M | +19.3% | +16.4% | +2.9% | +11.9% |
| YTD | +57.3% | +13.8% | +43.5% | +48.3% |
| 1Y | +69.1% | +21.6% | +47.6% | +55.5% |
| 3Y | +85.6% | +33.5% | +52.1% | +60.8% |
| 5Y | +32.9% | +174.8% | -141.9% | -14.7% |
| 10Y | +58.3% | +330.4% | -272.0% | -14.2% |
| All | +1,200.6% | +4,938.9% | -3,738.3% | +372.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling