+151.8%
ACN vs WMB
+284.4%
-132.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.2% | -1.6% |
| 7D | -5.7% | +8.1% | -13.8% | -7.5% |
| 30D | +17.0% | -6.9% | +23.9% | +18.5% |
| 3M | +39.9% | -5.1% | +45.0% | +40.6% |
| 6M | +50.2% | -5.7% | +55.9% | +50.4% |
| YTD | -4.2% | +18.1% | -22.2% | -10.5% |
| 1Y | +4.3% | +18.4% | -14.1% | -2.8% |
| 3Y | -17.1% | +122.7% | -139.8% | -37.6% |
| 5Y | -26.5% | +202.0% | -228.5% | -50.0% |
| All | +151.8% | +284.4% | -132.7% | +45.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling