+153.7%
ACN vs SWK
+26.9%
+126.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.0% | +2.1% |
| 7D | +1.6% | +11.3% | -9.7% | -2.3% |
| 30D | +24.6% | +31.5% | -6.8% | +13.3% |
| 3M | +46.2% | +14.4% | +31.8% | +39.1% |
| 6M | +46.2% | +46.4% | -0.3% | +26.4% |
| YTD | -0.9% | +61.6% | -62.5% | -18.1% |
| 1Y | +8.8% | +78.7% | -70.0% | -13.6% |
| 3Y | -14.3% | +54.4% | -68.7% | -32.0% |
| 5Y | -22.6% | -25.3% | +2.7% | -20.5% |
| 10Y | +153.7% | +22.4% | +131.3% | +100.2% |
| All | +153.7% | +26.9% | +126.9% | +100.2% |
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