+91.6%
ACN vs SWKS
+23.7%
+67.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +3.5% | -6.8% | -4.3% |
| 7D | -1.5% | +12.5% | -14.0% | -5.0% |
| 30D | +9.4% | +10.5% | -1.1% | +6.0% |
| 3M | +5.6% | -7.4% | +13.0% | +6.6% |
| 6M | -9.3% | +32.7% | -41.9% | -20.0% |
| YTD | -29.0% | +19.2% | -48.1% | -35.4% |
| 1Y | -24.7% | +2.4% | -27.0% | -28.3% |
| 3Y | -39.8% | -25.6% | -14.2% | -39.6% |
| 5Y | -40.9% | -53.4% | +12.5% | -32.3% |
| All | +91.6% | +23.7% | +67.9% | +54.0% |
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