+1,623.2%
ACN vs SU
+1,739.7%
-116.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.8% | -5.0% | -4.3% |
| 7D | -4.8% | -1.0% | -3.9% | -4.6% |
| 30D | +1.9% | +13.7% | -11.8% | -1.0% |
| 3M | +3.9% | +8.0% | -4.2% | +1.8% |
| 6M | -15.0% | +21.0% | -36.0% | -19.0% |
| YTD | -31.9% | +56.2% | -88.1% | -38.8% |
| 1Y | -28.5% | +72.2% | -100.7% | -37.3% |
| 3Y | -41.9% | +118.1% | -160.0% | -52.5% |
| 5Y | -42.9% | +350.3% | -393.2% | -61.6% |
| 10Y | +88.7% | +248.5% | -159.7% | +25.2% |
| All | +1,623.2% | +1,739.7% | -116.4% | +645.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling