+88.5%
ACN vs WEC
+141.2%
-52.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.5% |
| 7D | -6.3% | +0.4% | -6.7% | -6.5% |
| 30D | -1.4% | +0.9% | -2.3% | -1.8% |
| 3M | +2.6% | -5.3% | +7.9% | +4.5% |
| 6M | -14.3% | -6.6% | -7.7% | -12.6% |
| YTD | -33.1% | +3.3% | -36.4% | -34.5% |
| 1Y | -28.8% | +2.1% | -30.9% | -30.1% |
| 3Y | -43.0% | +39.6% | -82.5% | -51.1% |
| 5Y | -44.0% | +31.2% | -75.2% | -51.1% |
| 10Y | +88.5% | +148.4% | -59.9% | +36.0% |
| All | +88.5% | +141.2% | -52.6% | +36.0% |
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