+126.9%
WFC vs ACN
-15.0%
+141.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +2.2% |
| 7D | +0.1% | -2.5% | +2.6% | +0.5% |
| 30D | +2.9% | +22.6% | -19.7% | -0.4% |
| 3M | -1.4% | +45.9% | -47.4% | -7.7% |
| 6M | +14.3% | +43.8% | -29.5% | +6.6% |
| YTD | -6.2% | -2.5% | -3.7% | -4.4% |
| 1Y | +1.6% | +6.5% | -4.9% | +0.8% |
| 3Y | +126.9% | -14.2% | +141.1% | +131.9% |
| All | +126.9% | -15.0% | +141.9% | +131.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling