+695.1%
WDC vs ACN
+150.4%
+544.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -1.9% | +10.2% | +9.0% |
| 7D | -3.2% | -4.0% | +0.8% | -2.0% |
| 30D | -19.0% | +19.0% | -38.0% | -25.2% |
| 3M | -28.4% | +42.2% | -70.6% | -39.6% |
| 6M | -39.2% | +50.1% | -89.4% | -52.6% |
| YTD | +82.1% | -2.7% | +84.8% | +79.5% |
| 1Y | +84.7% | +7.6% | +77.1% | +67.8% |
| 3Y | +825.6% | -15.9% | +841.5% | +843.5% |
| 5Y | +608.2% | -24.4% | +632.5% | +671.9% |
| 10Y | +695.1% | +151.4% | +543.7% | +231.6% |
| All | +695.1% | +150.4% | +544.7% | +231.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 ACN 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