-26.5%
ACN vs GWW
+224.0%
-250.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.5% | -1.9% |
| 7D | -5.7% | +3.7% | -9.4% | -7.1% |
| 30D | +17.0% | +13.6% | +3.4% | +11.3% |
| 3M | +39.9% | +15.4% | +24.5% | +32.2% |
| 6M | +50.2% | +21.8% | +28.4% | +37.5% |
| YTD | -4.2% | +50.0% | -54.2% | -20.8% |
| 1Y | +4.3% | +60.2% | -55.9% | -16.5% |
| 3Y | -17.1% | +94.4% | -111.5% | -40.9% |
| 5Y | -26.5% | +221.8% | -248.3% | -62.4% |
| All | -26.5% | +224.0% | -250.5% | -62.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling