+1,055.3%
ACN vs WPM
+5,967.5%
-4,912.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.3% | -3.2% |
| 7D | -1.5% | +1.1% | -2.6% | -1.6% |
| 30D | +9.4% | +26.4% | -17.0% | +6.7% |
| 3M | +5.6% | +20.8% | -15.2% | +3.4% |
| 6M | -9.3% | +1.1% | -10.4% | -10.0% |
| YTD | -29.0% | +32.5% | -61.4% | -31.8% |
| 1Y | -24.7% | +51.5% | -76.2% | -28.9% |
| 3Y | -39.8% | +267.0% | -306.8% | -49.1% |
| 5Y | -40.9% | +250.1% | -291.0% | -50.2% |
| 10Y | +91.1% | +540.4% | -449.2% | +47.1% |
| All | +1,055.3% | +5,967.5% | -4,912.3% | +499.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling