+88.5%
WDC vs ACN
+5.0%
+83.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -4.9% |
| 7D | +12.1% | -3.8% | +15.9% | +10.0% |
| 30D | -18.8% | +16.5% | -35.3% | -11.4% |
| 3M | -39.3% | +41.5% | -80.8% | -25.4% |
| 6M | -40.1% | +60.1% | -100.2% | -14.8% |
| YTD | +71.8% | -3.9% | +75.8% | +117.3% |
| 1Y | +88.5% | +4.1% | +84.4% | +152.8% |
| All | +88.5% | +5.0% | +83.5% | +152.8% |
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