+152.3%
ACN vs IWD
+203.0%
-50.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | 0.0% |
| 7D | -3.8% | +2.3% | -6.1% | -6.1% |
| 30D | +16.5% | +3.6% | +12.9% | +12.3% |
| 3M | +41.5% | +2.2% | +39.3% | +38.5% |
| 6M | +60.1% | +13.0% | +47.1% | +41.2% |
| YTD | -3.9% | +26.5% | -30.5% | -24.8% |
| 1Y | +4.1% | +30.1% | -26.0% | -20.8% |
| 3Y | -15.9% | +84.9% | -100.7% | -55.6% |
| 5Y | -26.3% | +73.4% | -99.7% | -58.0% |
| All | +152.3% | +203.0% | -50.7% | -15.1% |
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