-15.9%
ACN vs WCN
+52.1%
-68.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.8% | +2.6% | -6.4% | -5.0% |
| 30D | +16.5% | +23.9% | -7.4% | +6.1% |
| 3M | +41.5% | +17.4% | +24.0% | +32.0% |
| 6M | +60.1% | +28.0% | +32.1% | +44.9% |
| YTD | -3.9% | +11.6% | -15.5% | -8.4% |
| 1Y | +4.1% | +16.9% | -12.8% | -2.6% |
| 3Y | -15.9% | +51.6% | -67.5% | -27.6% |
| All | -15.9% | +52.1% | -68.0% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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