-23.1%
ACN vs SU
+67.3%
-90.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.1% | +3.5% | +3.4% |
| 7D | -1.5% | +2.2% | -3.7% | -1.5% |
| 30D | +2.1% | +8.4% | -6.4% | +2.1% |
| 3M | +11.1% | +12.1% | -1.0% | +9.7% |
| 6M | -6.8% | +19.7% | -26.5% | -6.2% |
| YTD | -30.0% | +58.4% | -88.5% | -29.4% |
| 1Y | -23.1% | +67.2% | -90.4% | -24.4% |
| All | -23.1% | +67.3% | -90.4% | -24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling