+2,330.4%
ACN vs WY
+122.2%
+2,208.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.2% |
| 3M | +41.5% | -15.4% | +56.8% | +50.8% |
| 6M | +60.1% | -8.3% | +68.4% | +64.7% |
| YTD | -3.9% | -9.8% | +5.9% | -1.2% |
| 1Y | +4.1% | -3.9% | +8.0% | +4.3% |
| 3Y | -15.9% | -23.3% | +7.5% | -9.9% |
| 5Y | -26.3% | -31.2% | +4.9% | -17.8% |
| 10Y | +148.2% | +5.5% | +142.7% | +115.1% |
| All | +2,330.4% | +122.2% | +2,208.2% | +990.5% |
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