-15.6%
ACN vs SWK
+56.6%
-72.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.8% | -5.2% | -2.9% |
| 7D | -2.5% | +10.7% | -13.2% | -4.6% |
| 30D | +22.6% | +33.3% | -10.7% | +16.0% |
| 3M | +45.9% | +14.7% | +31.3% | +41.7% |
| 6M | +43.8% | +48.5% | -4.7% | +32.4% |
| YTD | -2.5% | +63.9% | -66.4% | -12.3% |
| 1Y | +6.5% | +80.4% | -73.9% | -6.6% |
| All | -15.6% | +56.6% | -72.2% | -26.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling