+11.9%
ACN vs WMB
+22.7%
-10.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -6.4% | +10.2% | +1.0% |
| 7D | +8.6% | -8.6% | +17.2% | +4.6% |
| 30D | +36.6% | -4.2% | +40.7% | +34.5% |
| 3M | +56.3% | -4.4% | +60.7% | +53.9% |
| 6M | +49.7% | -8.7% | +58.4% | +47.8% |
| YTD | +1.3% | +15.4% | -14.0% | +4.1% |
| 1Y | +11.9% | +23.7% | -11.8% | +11.0% |
| All | +11.9% | +22.7% | -10.7% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 1y: compounded portfolio wealth divided by compounded WMB 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…
1y analysis · Full analysis span regression · 6 months rolling