-25.8%
ACN vs WST
+1.0%
-26.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | 0.0% |
| 7D | -3.8% | +4.2% | -8.1% | -4.6% |
| 30D | +16.5% | +11.2% | +5.3% | +14.1% |
| 3M | +41.5% | +20.4% | +21.1% | +36.3% |
| 6M | +60.1% | +37.9% | +22.2% | +49.7% |
| YTD | -3.9% | +51.8% | -55.7% | -12.4% |
| 1Y | +4.1% | +56.6% | -52.5% | -5.7% |
| 3Y | -15.9% | +24.2% | -40.1% | -24.9% |
| All | -25.8% | +1.0% | -26.7% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 WST 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