+4.3%
ACN vs SWKS
+33.5%
-29.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.7% | -4.2% | -1.3% |
| 7D | -5.7% | +10.9% | -16.6% | -5.1% |
| 30D | +17.0% | +17.6% | -0.6% | +18.1% |
| 3M | +39.9% | +29.2% | +10.7% | +40.8% |
| 6M | +50.2% | +37.0% | +13.2% | +47.6% |
| YTD | -4.2% | +44.9% | -49.1% | -7.6% |
| 1Y | +4.3% | +33.8% | -29.5% | +3.7% |
| All | +4.3% | +33.5% | -29.2% | +3.7% |
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 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