-31.2%
ACI vs WCC
+135.5%
-166.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | -0.6% | -9.9% | +9.3% | -0.9% |
| 30D | +9.5% | -13.4% | +22.9% | +9.2% |
| 3M | +10.1% | -13.5% | +23.6% | +9.8% |
| 6M | -15.4% | -10.6% | -4.8% | -15.5% |
| YTD | -19.5% | +30.1% | -49.6% | -20.6% |
| 1Y | -21.0% | +22.3% | -43.3% | -21.9% |
| 3Y | -31.2% | +130.3% | -161.5% | -35.9% |
| All | -31.2% | +135.5% | -166.7% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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