+86.8%
ACN vs WWD
+490.2%
-403.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.6% |
| 7D | -7.9% | -2.9% | -5.0% | -7.1% |
| 30D | -1.1% | -6.6% | +5.5% | +0.7% |
| 3M | +5.6% | -9.3% | +14.9% | +7.6% |
| 6M | -9.9% | -13.6% | +3.7% | -7.8% |
| YTD | -32.3% | +10.4% | -42.7% | -36.5% |
| 1Y | -25.3% | +39.9% | -65.2% | -35.7% |
| 3Y | -42.3% | +165.0% | -207.3% | -61.2% |
| 5Y | -43.5% | +183.8% | -227.3% | -63.8% |
| All | +86.8% | +490.2% | -403.5% | -4.2% |
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