+2,427.5%
ACN vs IWD
+666.1%
+1,761.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.4% |
| 7D | +0.9% | -0.5% | +1.3% | +1.3% |
| 30D | +33.5% | +2.7% | +30.9% | +30.5% |
| 3M | +53.5% | +0.9% | +52.6% | +52.5% |
| 6M | +52.2% | +10.5% | +41.7% | +39.2% |
| YTD | -0.1% | +23.7% | -23.8% | -17.4% |
| 1Y | +11.0% | +28.7% | -17.7% | -11.4% |
| 3Y | -11.8% | +79.7% | -91.5% | -47.6% |
| 5Y | -22.8% | +69.7% | -92.5% | -51.0% |
| 10Y | +162.4% | +211.4% | -49.0% | +0.5% |
| All | +2,427.5% | +666.1% | +1,761.4% | +276.2% |
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