+2,427.5%
ACN vs SWKS
+202.7%
+2,224.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -3.0% | -2.0% |
| 7D | +0.9% | -6.2% | +7.0% | +2.1% |
| 30D | +33.5% | -1.5% | +35.0% | +33.7% |
| 3M | +53.5% | +23.0% | +30.5% | +45.8% |
| 6M | +52.2% | +27.6% | +24.6% | +41.4% |
| YTD | -0.1% | +32.3% | -32.4% | -8.5% |
| 1Y | +11.0% | +20.1% | -9.1% | +3.6% |
| 3Y | -11.8% | +0.6% | -12.4% | -17.2% |
| 5Y | -22.8% | -42.3% | +19.5% | -20.1% |
| 10Y | +162.4% | +35.9% | +126.5% | +124.9% |
| All | +2,427.5% | +202.7% | +2,224.8% | +1,222.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling