-25.8%
ACN vs WY
-31.4%
+5.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.5% |
| 7D | -3.8% | -0.8% | -3.0% | -3.6% |
| 30D | +16.5% | +10.1% | +6.4% | +11.8% |
| 3M | +41.5% | -15.4% | +56.8% | +51.5% |
| 6M | +60.1% | -8.3% | +68.4% | +65.0% |
| YTD | -3.9% | -9.8% | +5.9% | -1.1% |
| 1Y | +4.1% | -3.9% | +8.0% | +3.9% |
| 3Y | -15.9% | -23.3% | +7.5% | -10.7% |
| All | -25.8% | -31.4% | +5.6% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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