+88.7%
ACN vs IWD
+195.2%
-106.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.3% |
| 7D | -4.8% | -0.2% | -4.7% | -4.6% |
| 30D | +1.9% | -0.8% | +2.7% | +2.8% |
| 3M | +3.9% | +8.0% | -4.2% | -3.9% |
| 6M | -15.0% | +18.2% | -33.2% | -28.6% |
| YTD | -31.9% | +22.3% | -54.2% | -44.7% |
| 1Y | -28.5% | +28.9% | -57.4% | -44.9% |
| 3Y | -41.9% | +71.5% | -113.4% | -66.8% |
| 5Y | -42.9% | +73.6% | -116.5% | -67.3% |
| 10Y | +88.7% | +194.7% | -106.0% | -32.1% |
| All | +88.7% | +195.2% | -106.4% | -32.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling