+142.6%
SN vs ACWI
+10.2%
+132.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +7.2% | -2.4% | +9.5% | +10.4% |
| 30D | +20.4% | -5.2% | +25.6% | +29.2% |
| 3M | +23.9% | -4.8% | +28.7% | +32.1% |
| 6M | +93.0% | -1.3% | +94.4% | +93.5% |
| YTD | +99.2% | +8.4% | +90.9% | +67.1% |
| 1Y | +142.6% | +11.0% | +131.6% | +94.3% |
| All | +142.6% | +10.2% | +132.4% | +94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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