-22.5%
ACN vs SUI
-26.3%
+3.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.2% |
| 7D | +0.9% | +6.2% | -5.3% | -1.6% |
| 30D | +33.5% | +8.6% | +25.0% | +29.2% |
| 3M | +53.5% | +1.0% | +52.5% | +52.7% |
| 6M | +52.2% | -2.6% | +54.8% | +54.0% |
| YTD | -0.1% | -0.1% | 0.0% | +0.1% |
| 1Y | +11.0% | +0.5% | +10.6% | +10.9% |
| 3Y | -11.8% | +15.3% | -27.0% | -19.1% |
| All | -22.5% | -26.3% | +3.8% | -9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling