+152.3%
ACN vs WPM
+749.7%
-597.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | -3.8% | -3.6% | -0.3% | -3.6% |
| 30D | +16.5% | +1.4% | +15.1% | +16.1% |
| 3M | +41.5% | -0.2% | +41.6% | +41.0% |
| 6M | +60.1% | -7.3% | +67.4% | +60.3% |
| YTD | -3.9% | +12.3% | -16.3% | -6.4% |
| 1Y | +4.1% | +24.9% | -20.8% | +0.2% |
| 3Y | -15.9% | +210.4% | -226.2% | -28.6% |
| 5Y | -26.3% | +210.4% | -236.7% | -38.6% |
| All | +152.3% | +749.7% | -597.4% | +111.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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