+2,361.1%
ACN vs WCC
+4,075.8%
-1,714.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.3% | -5.2% | -2.6% |
| 7D | -4.0% | +3.3% | -7.3% | -5.0% |
| 30D | +19.0% | -9.4% | +28.4% | +20.4% |
| 3M | +42.2% | -10.5% | +52.7% | +43.5% |
| 6M | +50.1% | -10.4% | +60.5% | +49.2% |
| YTD | -2.7% | +34.4% | -37.1% | -13.3% |
| 1Y | +7.6% | +27.7% | -20.1% | -3.1% |
| 3Y | -15.9% | +137.9% | -153.8% | -37.7% |
| 5Y | -24.4% | +147.0% | -171.4% | -46.2% |
| 10Y | +151.4% | +442.5% | -291.1% | +34.9% |
| All | +2,361.1% | +4,075.8% | -1,714.7% | +574.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling