-24.7%
ACN vs IWD
+30.5%
-55.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -2.8% |
| 7D | -1.5% | -0.3% | -1.3% | -1.3% |
| 30D | +9.4% | +0.6% | +8.8% | +9.0% |
| 3M | +5.6% | +7.2% | -1.6% | +1.5% |
| 6M | -9.3% | +16.2% | -25.5% | -18.3% |
| YTD | -29.0% | +23.3% | -52.3% | -40.5% |
| 1Y | -24.7% | +29.6% | -54.2% | -41.8% |
| All | -24.7% | +30.5% | -55.1% | -41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling