-22.6%
ACN vs SWKS
-41.6%
+19.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.8% | +1.7% |
| 7D | +1.6% | -3.1% | +4.7% | +2.2% |
| 30D | +24.6% | +8.3% | +16.3% | +22.3% |
| 3M | +46.2% | +20.2% | +26.0% | +37.8% |
| 6M | +46.2% | +24.9% | +21.2% | +33.0% |
| YTD | -0.9% | +33.2% | -34.0% | -12.6% |
| 1Y | +8.8% | +23.6% | -14.8% | -1.9% |
| 3Y | -14.3% | +1.3% | -15.5% | -23.4% |
| 5Y | -22.6% | -40.6% | +18.0% | -22.8% |
| All | -22.6% | -41.6% | +19.0% | -22.8% |
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