-43.6%
ACI vs WCC
+137.6%
-181.3%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.5% | -5.7% | -3.3% |
| 7D | -2.6% | +8.5% | -11.1% | -2.6% |
| 30D | +1.1% | -1.0% | +2.1% | +1.1% |
| 3M | -23.6% | +2.1% | -25.8% | -23.6% |
| 6M | -29.9% | +36.8% | -66.8% | -30.6% |
| YTD | -26.9% | +47.7% | -74.6% | -27.8% |
| 1Y | -34.2% | +66.5% | -100.8% | -35.5% |
| 3Y | -43.6% | +134.2% | -177.8% | -47.4% |
| All | -43.6% | +137.6% | -181.3% | -47.4% |
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