-15.9%
ACN vs NWSA
+32.6%
-48.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.4% | -1.2% |
| 7D | -3.8% | +2.2% | -6.0% | -5.0% |
| 30D | +16.5% | -8.8% | +25.3% | +21.1% |
| 3M | +41.5% | -6.5% | +48.0% | +45.2% |
| 6M | +60.1% | +1.5% | +58.6% | +57.3% |
| YTD | -3.9% | +4.0% | -8.0% | -6.6% |
| 1Y | +4.1% | +3.4% | +0.7% | +1.3% |
| 3Y | -15.9% | +34.8% | -50.7% | -21.9% |
| All | -15.9% | +32.6% | -48.4% | -21.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling