+156.3%
ACN vs WM
+337.2%
-180.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | -2.5% | -0.5% | -2.1% | -2.2% |
| 30D | +22.6% | +13.3% | +9.3% | +13.4% |
| 3M | +45.9% | +4.4% | +41.5% | +41.9% |
| 6M | +43.8% | +10.8% | +33.0% | +35.0% |
| YTD | -2.5% | +9.1% | -11.5% | -7.8% |
| 1Y | +6.5% | +19.1% | -12.7% | -4.9% |
| 3Y | -14.2% | +45.7% | -59.8% | -34.9% |
| 5Y | -24.4% | +60.4% | -84.9% | -47.3% |
| 10Y | +156.3% | +328.7% | -172.4% | -2.4% |
| All | +156.3% | +337.2% | -180.9% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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