-41.9%
ACN vs WCC
+137.6%
-179.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.5% | -6.6% | -4.3% |
| 7D | -4.8% | +8.5% | -13.3% | -5.4% |
| 30D | +1.9% | -1.0% | +2.9% | +1.9% |
| 3M | +3.9% | +2.1% | +1.8% | +3.4% |
| 6M | -15.0% | +36.8% | -51.8% | -19.9% |
| YTD | -31.9% | +47.7% | -79.6% | -37.0% |
| 1Y | -28.5% | +66.5% | -95.0% | -35.5% |
| 3Y | -41.9% | +134.2% | -176.1% | -54.4% |
| All | -41.9% | +137.6% | -179.5% | -54.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling