-41.9%
ACN vs WPM
+279.1%
-321.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.1% |
| 7D | -4.8% | +7.0% | -11.8% | -4.9% |
| 30D | +1.9% | +15.7% | -13.9% | +1.7% |
| 3M | +3.9% | +35.2% | -31.3% | +4.1% |
| 6M | -15.0% | +6.1% | -21.1% | -14.8% |
| YTD | -31.9% | +32.6% | -64.5% | -32.3% |
| 1Y | -28.5% | +46.9% | -75.4% | -29.3% |
| 3Y | -41.9% | +276.3% | -318.2% | -46.8% |
| All | -41.9% | +279.1% | -321.0% | -46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling