-44.0%
ACN vs WU
-51.4%
+7.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.5% |
| 7D | -6.3% | -4.9% | -1.4% | -4.9% |
| 30D | -1.4% | -1.3% | -0.1% | -1.0% |
| 3M | +2.6% | -3.6% | +6.1% | +2.6% |
| 6M | -14.3% | -24.3% | +10.0% | -7.5% |
| YTD | -33.1% | -21.1% | -12.0% | -28.7% |
| 1Y | -28.8% | -10.3% | -18.5% | -27.4% |
| 3Y | -43.0% | -28.4% | -14.6% | -39.1% |
| 5Y | -44.0% | -51.2% | +7.2% | -35.1% |
| All | -44.0% | -51.4% | +7.4% | -35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling