+152.3%
ACN vs WM
+330.8%
-178.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -3.8% | +3.2% | -7.0% | -5.8% |
| 30D | +16.5% | +13.0% | +3.5% | +7.9% |
| 3M | +41.5% | +9.2% | +32.2% | +33.7% |
| 6M | +60.1% | +13.6% | +46.4% | +47.8% |
| YTD | -3.9% | +12.4% | -16.3% | -11.0% |
| 1Y | +4.1% | +21.2% | -17.1% | -8.1% |
| 3Y | -15.9% | +48.7% | -64.5% | -37.0% |
| 5Y | -26.3% | +61.9% | -88.2% | -48.8% |
| All | +152.3% | +330.8% | -178.4% | -5.7% |
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