-23.1%
ACN vs WPM
+46.6%
-69.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.1% | +1.3% | +3.4% |
| 7D | -1.5% | -0.6% | -1.0% | -1.5% |
| 30D | +2.1% | +14.4% | -12.3% | +2.5% |
| 3M | +11.1% | +37.0% | -25.9% | +13.5% |
| 6M | -6.8% | +4.1% | -11.0% | -6.4% |
| YTD | -30.0% | +31.7% | -61.8% | -28.3% |
| 1Y | -23.1% | +44.2% | -67.3% | -20.7% |
| All | -23.1% | +46.6% | -69.7% | -20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling