+88.5%
ACN vs WPM
+523.6%
-435.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -1.9% |
| 7D | -6.3% | +3.9% | -10.2% | -6.6% |
| 30D | -1.4% | +17.7% | -19.1% | -2.7% |
| 3M | +2.6% | +39.4% | -36.9% | -0.3% |
| 6M | -14.3% | +6.4% | -20.7% | -15.1% |
| YTD | -33.1% | +34.0% | -67.1% | -35.5% |
| 1Y | -28.8% | +50.5% | -79.3% | -32.3% |
| 3Y | -43.0% | +280.3% | -323.3% | -51.8% |
| 5Y | -44.0% | +266.3% | -310.3% | -53.2% |
| 10Y | +88.5% | +550.8% | -462.3% | +61.8% |
| All | +88.5% | +523.6% | -435.1% | +61.8% |
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