-23.1%
ACN vs NWSA
+3.0%
-26.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.2% | +3.2% | +3.2% |
| 7D | -1.5% | -2.8% | +1.3% | +0.7% |
| 30D | +2.1% | +3.0% | -0.9% | -0.1% |
| 3M | +11.1% | +12.3% | -1.2% | +2.1% |
| 6M | -6.8% | +21.9% | -28.7% | -18.7% |
| YTD | -30.0% | +13.6% | -43.6% | -35.6% |
| 1Y | -23.1% | +0.5% | -23.6% | -26.7% |
| All | -23.1% | +3.0% | -26.1% | -26.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 1y: compounded portfolio wealth divided by compounded NWSA 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…
1y analysis · Full analysis span regression · 6 months rolling