+2,361.1%
ACN vs WMB
+577.2%
+1,784.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.0% | -2.2% |
| 7D | -4.0% | +1.6% | -5.6% | -4.3% |
| 30D | +19.0% | -7.1% | +26.1% | +20.0% |
| 3M | +42.2% | -4.0% | +46.2% | +42.4% |
| 6M | +50.1% | -5.7% | +55.9% | +50.3% |
| YTD | -2.7% | +17.2% | -19.9% | -6.2% |
| 1Y | +7.6% | +17.2% | -9.6% | +3.7% |
| 3Y | -15.9% | +121.1% | -136.9% | -27.4% |
| 5Y | -24.4% | +197.2% | -221.6% | -38.0% |
| 10Y | +151.4% | +280.9% | -129.5% | +92.0% |
| All | +2,361.1% | +577.2% | +1,784.0% | +1,354.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling