-25.8%
ACN vs SWKS
-37.3%
+11.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | -3.8% | +9.4% | -13.3% | -5.8% |
| 30D | +16.5% | +17.0% | -0.4% | +12.4% |
| 3M | +41.5% | +28.9% | +12.5% | +31.3% |
| 6M | +60.1% | +33.1% | +26.9% | +44.1% |
| YTD | -3.9% | +44.8% | -48.7% | -16.9% |
| 1Y | +4.1% | +36.2% | -32.1% | -8.2% |
| 3Y | -15.9% | +11.5% | -27.3% | -26.7% |
| All | -25.8% | -37.3% | +11.5% | -26.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling