+88.7%
ACN vs WMB
+309.4%
-220.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.3% | -6.4% | -4.7% |
| 7D | -4.8% | +0.8% | -5.6% | -5.1% |
| 30D | +1.9% | +7.7% | -5.8% | -0.2% |
| 3M | +3.9% | +6.7% | -2.8% | +1.5% |
| 6M | -15.0% | +3.6% | -18.7% | -16.6% |
| YTD | -31.9% | +28.0% | -59.9% | -37.3% |
| 1Y | -28.5% | +37.6% | -66.1% | -35.7% |
| 3Y | -41.9% | +149.0% | -190.9% | -57.2% |
| 5Y | -42.9% | +285.3% | -328.2% | -63.5% |
| 10Y | +88.7% | +302.1% | -213.3% | +8.8% |
| All | +88.7% | +309.4% | -220.7% | +8.8% |
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