+992.6%
WDC vs ACN
-42.9%
+1,035.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.1% | +6.3% | +2.6% |
| 7D | +6.0% | -4.8% | +10.8% | +6.5% |
| 30D | +9.9% | +1.9% | +8.1% | +9.4% |
| 3M | -9.4% | +3.9% | -13.3% | -9.6% |
| 6M | +94.7% | -15.0% | +109.7% | +106.8% |
| YTD | +177.4% | -31.9% | +209.3% | +221.1% |
| 1Y | +412.6% | -28.5% | +441.1% | +471.5% |
| 3Y | +1,359.8% | -41.9% | +1,401.7% | +1,650.2% |
| 5Y | +992.6% | -42.9% | +1,035.4% | +1,158.5% |
| All | +992.6% | -42.9% | +1,035.5% | +1,158.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling