+88.5%
ACN vs WCC
+506.2%
-417.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.5% |
| 7D | -6.3% | +6.8% | -13.1% | -7.7% |
| 30D | -1.4% | -3.0% | +1.6% | -1.0% |
| 3M | +2.6% | +0.2% | +2.4% | +1.0% |
| 6M | -14.3% | +33.2% | -47.5% | -22.4% |
| YTD | -33.1% | +45.8% | -78.9% | -41.1% |
| 1Y | -28.8% | +68.4% | -97.2% | -40.0% |
| 3Y | -43.0% | +131.1% | -174.1% | -58.1% |
| 5Y | -44.0% | +225.6% | -269.6% | -64.0% |
| 10Y | +88.5% | +534.2% | -445.6% | -12.6% |
| All | +88.5% | +506.2% | -417.7% | -12.6% |
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