-42.9%
ACN vs WPM
+261.1%
-304.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.1% | -4.2% | -4.1% |
| 7D | -4.8% | +7.0% | -11.8% | -5.4% |
| 30D | +1.9% | +15.7% | -13.9% | +0.5% |
| 3M | +3.9% | +35.2% | -31.3% | +1.1% |
| 6M | -15.0% | +6.1% | -21.1% | -15.6% |
| YTD | -31.9% | +32.6% | -64.5% | -34.8% |
| 1Y | -28.5% | +46.9% | -75.4% | -32.9% |
| 3Y | -41.9% | +276.3% | -318.2% | -55.9% |
| 5Y | -42.9% | +260.0% | -302.9% | -59.8% |
| All | -42.9% | +261.1% | -304.0% | -59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling