-15.9%
ACN vs WMB
+121.9%
-137.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | -3.8% | +7.8% | -11.7% | -3.1% |
| 30D | +16.5% | -5.1% | +21.6% | +16.2% |
| 3M | +41.5% | -4.7% | +46.2% | +41.0% |
| 6M | +60.1% | -7.4% | +67.5% | +59.9% |
| YTD | -3.9% | +17.5% | -21.4% | -6.0% |
| 1Y | +4.1% | +19.5% | -15.4% | +1.7% |
| 3Y | -15.9% | +121.3% | -137.1% | -19.9% |
| All | -15.9% | +121.9% | -137.7% | -19.9% |
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