-44.0%
ACN vs GWW
+221.1%
-265.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.5% |
| 7D | -6.3% | -0.5% | -5.9% | -6.1% |
| 30D | -1.4% | -1.4% | +0.1% | -0.9% |
| 3M | +2.6% | -3.6% | +6.2% | +3.3% |
| 6M | -14.3% | +15.1% | -29.4% | -20.4% |
| YTD | -33.1% | +27.5% | -60.6% | -41.1% |
| 1Y | -28.8% | +29.6% | -58.4% | -37.8% |
| 3Y | -43.0% | +90.1% | -133.0% | -59.5% |
| 5Y | -44.0% | +222.6% | -266.6% | -70.4% |
| All | -44.0% | +221.1% | -265.1% | -70.4% |
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