+1,228.2%
WDC vs ACN
+91.1%
+1,137.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.2% | -5.6% | -4.9% |
| 7D | +4.4% | -7.9% | +12.3% | +7.7% |
| 30D | +5.3% | -1.1% | +6.3% | +4.7% |
| 3M | -5.9% | +5.6% | -11.5% | -12.9% |
| 6M | +73.2% | -9.9% | +83.2% | +71.5% |
| YTD | +167.8% | -32.3% | +200.2% | +210.7% |
| 1Y | +386.0% | -25.3% | +411.3% | +415.9% |
| 3Y | +1,309.7% | -42.3% | +1,352.0% | +1,603.4% |
| 5Y | +957.1% | -43.5% | +1,000.6% | +1,167.7% |
| All | +1,228.2% | +91.1% | +1,137.1% | +589.9% |
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