+411.1%
WDC vs ACN
-29.6%
+440.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | 0.0% |
| 7D | +7.5% | -6.3% | +13.8% | +3.6% |
| 30D | +10.1% | -1.4% | +11.4% | +10.3% |
| 3M | -6.8% | +2.6% | -9.4% | +4.4% |
| 6M | +84.1% | -14.3% | +98.4% | +99.7% |
| YTD | +180.3% | -33.1% | +213.4% | +188.1% |
| 1Y | +411.1% | -28.8% | +439.9% | +446.0% |
| All | +411.1% | -29.6% | +440.7% | +446.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling