-26.5%
ACN vs WEC
+55.1%
-81.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -5.7% | -0.7% | -5.0% | -5.5% |
| 30D | +17.0% | +11.0% | +6.1% | +13.5% |
| 3M | +39.9% | +8.6% | +31.3% | +36.3% |
| 6M | +50.2% | +6.2% | +44.0% | +47.3% |
| YTD | -4.2% | +14.3% | -18.4% | -8.7% |
| 1Y | +4.3% | +8.4% | -4.1% | +1.1% |
| 3Y | -17.1% | +62.9% | -80.0% | -32.5% |
| 5Y | -26.5% | +55.8% | -82.3% | -38.8% |
| All | -26.5% | +55.1% | -81.5% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling