+1,697.2%
ACN vs WY
+145.8%
+1,551.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.1% | -3.6% |
| 7D | -1.5% | -1.7% | +0.2% | -0.9% |
| 30D | +9.4% | -10.1% | +19.5% | +14.0% |
| 3M | +5.6% | -5.1% | +10.8% | +7.7% |
| 6M | -9.3% | -4.8% | -4.5% | -8.2% |
| YTD | -29.0% | -0.2% | -28.7% | -29.6% |
| 1Y | -24.7% | -6.6% | -18.0% | -23.5% |
| 3Y | -39.8% | -22.7% | -17.1% | -35.6% |
| 5Y | -40.9% | -22.2% | -18.7% | -37.3% |
| 10Y | +91.1% | +7.3% | +83.8% | +64.4% |
| All | +1,697.2% | +145.8% | +1,551.5% | +676.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling