+86.8%
ACN vs GWW
+565.7%
-478.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.4% |
| 7D | -7.9% | -3.1% | -4.7% | -6.8% |
| 30D | -1.1% | -2.3% | +1.3% | -0.3% |
| 3M | +5.6% | -3.3% | +8.9% | +6.2% |
| 6M | -9.9% | +15.4% | -25.3% | -15.7% |
| YTD | -32.3% | +26.7% | -59.1% | -39.2% |
| 1Y | -25.3% | +29.0% | -54.3% | -33.4% |
| 3Y | -42.3% | +89.0% | -131.2% | -56.1% |
| 5Y | -43.5% | +221.8% | -265.2% | -65.1% |
| All | +86.8% | +565.7% | -478.9% | -3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 10y: compounded portfolio wealth divided by compounded GWW 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…
10y analysis · Full analysis span regression · 6 months rolling