+156.3%
ACN vs IWD
+212.1%
-55.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.0% | -4.4% | -4.4% |
| 7D | -2.5% | +1.3% | -3.8% | -3.9% |
| 30D | +22.6% | +3.6% | +19.1% | +18.3% |
| 3M | +45.9% | +2.3% | +43.6% | +42.6% |
| 6M | +43.8% | +13.0% | +30.8% | +26.8% |
| YTD | -2.5% | +26.2% | -28.6% | -23.4% |
| 1Y | +6.5% | +30.5% | -24.0% | -19.2% |
| 3Y | -14.2% | +86.2% | -100.4% | -55.0% |
| 5Y | -24.4% | +72.9% | -97.3% | -56.8% |
| 10Y | +156.3% | +205.0% | -48.7% | -14.9% |
| All | +156.3% | +212.1% | -55.8% | -14.9% |
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