+152.3%
ACN vs WWD
+439.4%
-287.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.4% |
| 7D | -3.8% | +4.0% | -7.8% | -4.9% |
| 30D | +16.5% | +0.4% | +16.1% | +15.8% |
| 3M | +41.5% | -7.9% | +49.4% | +43.7% |
| 6M | +60.1% | -10.6% | +70.7% | +62.3% |
| YTD | -3.9% | +9.4% | -13.3% | -10.2% |
| 1Y | +4.1% | +25.7% | -21.7% | -7.5% |
| 3Y | -15.9% | +148.5% | -164.4% | -42.6% |
| 5Y | -26.3% | +189.5% | -215.8% | -53.4% |
| All | +152.3% | +439.4% | -287.0% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 10y: compounded portfolio wealth divided by compounded WWD 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…
10y analysis · Full analysis span regression · 6 months rolling