-11.8%
ACN vs WMB
+97.7%
-109.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.8% |
| 7D | +0.9% | -13.8% | +14.7% | -0.5% |
| 30D | +33.5% | -10.3% | +43.9% | +32.2% |
| 3M | +53.5% | -10.1% | +63.5% | +51.8% |
| 6M | +52.2% | -11.8% | +64.1% | +50.7% |
| YTD | -0.1% | +8.9% | -9.1% | -2.9% |
| 1Y | +11.0% | +14.0% | -2.9% | +7.3% |
| 3Y | -11.8% | +100.5% | -112.3% | -16.4% |
| All | -11.8% | +97.7% | -109.5% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling