-22.5%
ACN vs SWK
-25.5%
+3.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | +0.9% | +11.0% | -10.2% | -2.1% |
| 30D | +33.5% | +30.1% | +3.5% | +24.3% |
| 3M | +53.5% | +14.7% | +38.8% | +47.5% |
| 6M | +52.2% | +44.5% | +7.7% | +36.3% |
| YTD | -0.1% | +59.4% | -59.5% | -13.7% |
| 1Y | +11.0% | +77.5% | -66.5% | -7.4% |
| 3Y | -11.8% | +49.5% | -61.2% | -26.2% |
| All | -22.5% | -25.5% | +3.0% | -20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling