+1,697.2%
ACN vs WEC
+1,940.4%
-243.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.0% |
| 7D | -1.5% | -0.3% | -1.3% | -1.4% |
| 30D | +9.4% | -1.3% | +10.7% | +9.8% |
| 3M | +5.6% | -3.9% | +9.6% | +7.3% |
| 6M | -9.3% | -8.3% | -0.9% | -6.3% |
| YTD | -29.0% | +3.1% | -32.0% | -30.6% |
| 1Y | -24.7% | +1.9% | -26.6% | -26.2% |
| 3Y | -39.8% | +41.9% | -81.7% | -50.2% |
| 5Y | -40.9% | +30.8% | -71.7% | -49.8% |
| 10Y | +91.1% | +141.9% | -50.8% | +14.2% |
| All | +1,697.2% | +1,940.4% | -243.1% | +229.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling