+2,325.1%
ACN vs IWD
+681.8%
+1,643.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.1% |
| 7D | -5.7% | +1.7% | -7.4% | -7.2% |
| 30D | +17.0% | +3.2% | +13.8% | +13.7% |
| 3M | +39.9% | +2.3% | +37.6% | +37.2% |
| 6M | +50.2% | +12.9% | +37.3% | +34.7% |
| YTD | -4.2% | +26.2% | -30.4% | -22.2% |
| 1Y | +4.3% | +28.3% | -24.0% | -16.6% |
| 3Y | -17.1% | +84.4% | -101.5% | -51.9% |
| 5Y | -26.5% | +73.0% | -99.5% | -54.2% |
| 10Y | +147.7% | +203.3% | -55.6% | -3.3% |
| All | +2,325.1% | +681.8% | +1,643.4% | +254.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling