+153.7%
ACN vs WCC
+460.5%
-306.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.6% | +1.6% |
| 7D | +1.6% | -9.9% | +11.5% | +3.3% |
| 30D | +24.6% | -13.4% | +38.0% | +27.3% |
| 3M | +46.2% | -13.5% | +59.7% | +48.5% |
| 6M | +46.2% | -10.6% | +56.8% | +45.1% |
| YTD | -0.9% | +30.1% | -31.0% | -11.7% |
| 1Y | +8.8% | +22.3% | -13.6% | -1.8% |
| 3Y | -14.3% | +130.3% | -144.5% | -38.2% |
| 5Y | -22.6% | +144.5% | -167.1% | -47.4% |
| 10Y | +153.7% | +431.8% | -278.1% | +27.4% |
| All | +153.7% | +460.5% | -306.8% | +27.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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