+1,697.2%
ACN vs SWK
+345.4%
+1,351.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.9% | -4.2% | -3.7% |
| 7D | -1.5% | -0.4% | -1.1% | -1.4% |
| 30D | +9.4% | -5.7% | +15.1% | +11.8% |
| 3M | +5.6% | +24.1% | -18.4% | -4.2% |
| 6M | -9.3% | +24.7% | -34.0% | -18.9% |
| YTD | -29.0% | +33.9% | -62.9% | -38.4% |
| 1Y | -24.7% | +34.7% | -59.3% | -35.2% |
| 3Y | -39.8% | +15.3% | -55.1% | -48.0% |
| 5Y | -40.9% | -39.3% | -1.6% | -35.5% |
| 10Y | +91.1% | +2.5% | +88.6% | +53.2% |
| All | +1,697.2% | +345.4% | +1,351.9% | +491.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling