+1,697.2%
ACN vs SUI
+1,334.9%
+362.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -3.2% |
| 7D | -1.5% | -2.8% | +1.3% | -0.6% |
| 30D | +9.4% | -1.2% | +10.5% | +9.7% |
| 3M | +5.6% | -1.7% | +7.4% | +6.7% |
| 6M | -9.3% | -10.5% | +1.2% | -5.6% |
| YTD | -29.0% | -1.8% | -27.1% | -28.4% |
| 1Y | -24.7% | -4.1% | -20.6% | -23.6% |
| 3Y | -39.8% | +11.3% | -51.1% | -43.2% |
| 5Y | -40.9% | -32.1% | -8.8% | -34.5% |
| 10Y | +91.1% | +110.4% | -19.3% | +42.9% |
| All | +1,697.2% | +1,334.9% | +362.4% | +538.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling