-14.3%
ACN vs SUI
+17.8%
-32.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | -0.5% |
| 7D | +1.6% | +3.4% | -1.9% | +0.4% |
| 30D | +24.6% | +4.6% | +20.0% | +22.9% |
| 3M | +46.2% | +1.6% | +44.6% | +45.4% |
| 6M | +46.2% | -3.5% | +49.6% | +47.7% |
| YTD | -0.9% | -1.0% | +0.1% | -0.4% |
| 1Y | +8.8% | -1.7% | +10.5% | +9.4% |
| 3Y | -14.3% | +18.4% | -32.6% | -18.0% |
| All | -14.3% | +17.8% | -32.0% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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