+149.7%
ACN vs PWR
+1,846.2%
-1,696.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +9.4% | -11.7% | -4.1% |
| 7D | -2.5% | -4.8% | +2.3% | -2.3% |
| 30D | +22.6% | -16.2% | +38.9% | +25.9% |
| 3M | +45.9% | -11.9% | +57.9% | +47.4% |
| 6M | +43.8% | -20.6% | +64.4% | +46.7% |
| YTD | -2.5% | +40.3% | -42.7% | -17.5% |
| 1Y | +6.5% | +33.0% | -26.5% | -8.8% |
| 3Y | -14.2% | +250.0% | -264.2% | -50.8% |
| 5Y | -24.4% | +404.2% | -428.6% | -63.5% |
| All | +149.7% | +1,846.2% | -1,696.5% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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