+153.7%
ACN vs SWKS
+31.8%
+121.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.8% | +1.7% |
| 7D | +1.6% | -3.1% | +4.7% | +2.4% |
| 30D | +24.6% | +8.3% | +16.3% | +21.7% |
| 3M | +46.2% | +20.2% | +26.0% | +36.1% |
| 6M | +46.2% | +24.9% | +21.2% | +30.9% |
| YTD | -0.9% | +33.2% | -34.0% | -14.1% |
| 1Y | +8.8% | +23.6% | -14.8% | -3.5% |
| 3Y | -14.3% | +1.3% | -15.5% | -23.6% |
| 5Y | -22.6% | -40.6% | +18.0% | -19.0% |
| 10Y | +153.7% | +35.3% | +118.5% | +94.7% |
| All | +153.7% | +31.8% | +121.9% | +94.7% |
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