+156.3%
ACN vs WMB
+267.9%
-111.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.7% | -6.1% | -3.2% |
| 7D | -2.5% | -6.7% | +4.1% | -1.1% |
| 30D | +22.6% | -8.6% | +31.2% | +24.7% |
| 3M | +45.9% | -4.9% | +50.8% | +46.5% |
| 6M | +43.8% | -6.3% | +50.1% | +43.9% |
| YTD | -2.5% | +13.0% | -15.4% | -8.0% |
| 1Y | +6.5% | +14.9% | -8.4% | -0.1% |
| 3Y | -14.2% | +113.4% | -127.5% | -34.7% |
| 5Y | -24.4% | +190.2% | -214.6% | -48.2% |
| 10Y | +156.3% | +259.9% | -103.5% | +48.8% |
| All | +156.3% | +267.9% | -111.6% | +48.8% |
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