+7.0%
ACN vs SWKS
+21.0%
-14.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.1% | -2.3% |
| 7D | -2.5% | -2.7% | +0.2% | -2.7% |
| 30D | +22.6% | +8.5% | +14.2% | +23.1% |
| 3M | +45.9% | +17.3% | +28.6% | +46.1% |
| 6M | +43.8% | +25.1% | +18.7% | +40.6% |
| YTD | -2.5% | +33.3% | -35.8% | -6.5% |
| All | +7.0% | +21.0% | -14.0% | +5.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling