+773.5%
ACN vs WU
-19.6%
+793.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.0% |
| 7D | -1.5% | -0.8% | -0.7% | -1.3% |
| 30D | +9.4% | -1.1% | +10.5% | +9.7% |
| 3M | +5.6% | -3.9% | +9.5% | +5.8% |
| 6M | -9.3% | -20.7% | +11.4% | -2.6% |
| YTD | -29.0% | -18.4% | -10.6% | -24.6% |
| 1Y | -24.7% | -8.1% | -16.6% | -23.9% |
| 3Y | -39.8% | -24.2% | -15.7% | -36.3% |
| 5Y | -40.9% | -50.4% | +9.5% | -28.2% |
| 10Y | +91.1% | -40.0% | +131.2% | +111.2% |
| All | +773.5% | -19.6% | +793.1% | +696.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling