-43.0%
ACN vs WBD
+144.6%
-187.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WBD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | -6.3% | -1.7% | -4.6% | -6.1% |
| 30D | -1.4% | +3.9% | -5.2% | -1.8% |
| 3M | +2.6% | +5.1% | -2.5% | +1.9% |
| 6M | -14.3% | +0.6% | -14.9% | -14.4% |
| YTD | -33.1% | -3.2% | -30.0% | -32.9% |
| 1Y | -28.8% | +127.7% | -156.4% | -36.3% |
| All | -43.0% | +144.6% | -187.6% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WBD.
Daily Out/Under-Performance
Portfolio return minus WBD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WBD 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 WBD 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