+156.3%
ACN vs SWKS
+37.5%
+118.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.1% | -2.6% |
| 7D | -2.5% | -2.7% | +0.2% | -1.8% |
| 30D | +22.6% | +8.5% | +14.2% | +19.7% |
| 3M | +45.9% | +17.3% | +28.6% | +36.9% |
| 6M | +43.8% | +25.1% | +18.7% | +28.8% |
| YTD | -2.5% | +33.3% | -35.8% | -15.5% |
| 1Y | +6.5% | +22.9% | -16.4% | -5.3% |
| 3Y | -14.2% | +5.5% | -19.7% | -24.7% |
| 5Y | -24.4% | -41.9% | +17.5% | -20.3% |
| 10Y | +156.3% | +32.4% | +123.9% | +98.5% |
| All | +156.3% | +37.5% | +118.8% | +98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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