+93.1%
ACN vs SU
+267.2%
-174.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.1% | +3.5% | +3.4% |
| 7D | -1.5% | +2.2% | -3.7% | -2.0% |
| 30D | +2.1% | +8.4% | -6.4% | +0.4% |
| 3M | +11.1% | +12.1% | -1.0% | +8.3% |
| 6M | -6.8% | +19.7% | -26.5% | -10.7% |
| YTD | -30.0% | +58.4% | -88.5% | -36.8% |
| 1Y | -23.1% | +67.2% | -90.4% | -31.4% |
| 3Y | -40.4% | +125.0% | -165.4% | -50.9% |
| 5Y | -41.6% | +355.1% | -396.6% | -60.1% |
| All | +93.1% | +267.2% | -174.1% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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