+1,132.1%
BEN vs ACGL
+4,429.2%
-3,297.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.3% | +4.2% |
| 7D | +0.2% | -0.7% | +1.0% | +0.5% |
| 30D | -0.5% | -1.0% | +0.5% | -0.2% |
| 3M | +9.7% | +11.0% | -1.3% | +5.0% |
| 6M | +33.9% | -0.3% | +34.2% | +33.3% |
| YTD | +49.0% | +2.3% | +46.7% | +46.5% |
| 1Y | +42.1% | +6.4% | +35.7% | +37.4% |
| 3Y | +51.9% | +34.0% | +17.9% | +31.0% |
| 5Y | +39.0% | +161.6% | -122.6% | -9.0% |
| 10Y | +57.9% | +278.6% | -220.7% | -10.2% |
| All | +1,132.1% | +4,429.2% | -3,297.1% | +367.2% |
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