-41.9%
ACN vs WU
-27.2%
-14.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.5% | -1.6% | -3.5% |
| 7D | -4.8% | -0.8% | -4.0% | -4.6% |
| 30D | +1.9% | -1.1% | +3.0% | +2.2% |
| 3M | +3.9% | -1.8% | +5.7% | +3.3% |
| 6M | -15.0% | -23.9% | +8.9% | -9.4% |
| YTD | -31.9% | -20.4% | -11.5% | -28.2% |
| 1Y | -28.5% | -10.6% | -17.9% | -27.0% |
| 3Y | -41.9% | -27.7% | -14.2% | -38.7% |
| All | -41.9% | -27.2% | -14.7% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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