+155.5%
ACN vs SWK
+20.6%
+135.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.6% |
| 7D | -4.0% | -2.3% | -1.7% | -3.3% |
| 30D | +19.0% | +30.4% | -11.4% | +8.5% |
| 3M | +42.2% | +12.1% | +30.1% | +36.3% |
| 6M | +50.1% | +49.1% | +1.1% | +29.0% |
| YTD | -2.7% | +60.4% | -63.2% | -19.5% |
| 1Y | +7.6% | +78.3% | -70.7% | -14.5% |
| 3Y | -15.9% | +53.3% | -69.2% | -33.1% |
| 5Y | -24.4% | -27.0% | +2.6% | -21.6% |
| All | +155.5% | +20.6% | +135.0% | +100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 10y: compounded portfolio wealth divided by compounded SWK 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…
10y analysis · Full analysis span regression · 6 months rolling