-31.6%
ACI vs WCN
+52.1%
-83.7%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +2.3% | +2.6% | -0.3% | +1.5% |
| 30D | +1.2% | +23.9% | -22.7% | -4.9% |
| 3M | +6.8% | +17.4% | -10.6% | +1.8% |
| 6M | -18.7% | +28.0% | -46.7% | -24.1% |
| YTD | -20.2% | +11.6% | -31.8% | -23.2% |
| 1Y | -23.7% | +16.9% | -40.6% | -27.4% |
| 3Y | -31.6% | +51.6% | -83.2% | -36.2% |
| All | -31.6% | +52.1% | -83.7% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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