-42.3%
ACN vs SU
+120.3%
-162.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.2% |
| 7D | -7.9% | +1.7% | -9.5% | -8.0% |
| 30D | -1.1% | +9.6% | -10.7% | -1.6% |
| 3M | +5.6% | +11.7% | -6.1% | +4.5% |
| 6M | -9.9% | +21.9% | -31.9% | -11.3% |
| YTD | -32.3% | +58.6% | -91.0% | -34.8% |
| 1Y | -25.3% | +66.5% | -91.8% | -28.5% |
| All | -42.3% | +120.3% | -162.6% | -45.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling