+151.4%
ACN vs WEC
+190.8%
-39.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.4% | -2.3% | -2.0% |
| 7D | -4.0% | -0.5% | -3.5% | -3.8% |
| 30D | +19.0% | +12.0% | +7.0% | +14.3% |
| 3M | +42.2% | +11.1% | +31.1% | +36.8% |
| 6M | +50.1% | +6.0% | +44.2% | +46.7% |
| YTD | -2.7% | +14.3% | -17.0% | -8.1% |
| 1Y | +7.6% | +8.0% | -0.4% | +3.8% |
| 3Y | -15.9% | +62.8% | -78.7% | -32.0% |
| 5Y | -24.4% | +55.3% | -79.7% | -38.0% |
| 10Y | +151.4% | +193.2% | -41.8% | +70.6% |
| All | +151.4% | +190.8% | -39.4% | +70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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