+385.8%
SN vs ACWI
+70.4%
+315.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.9% | +5.1% |
| 7D | +3.8% | -4.0% | +7.8% | +10.6% |
| 30D | +17.5% | -5.8% | +23.4% | +29.1% |
| 3M | +19.2% | -5.0% | +24.3% | +28.9% |
| 6M | +84.9% | +0.7% | +84.2% | +80.0% |
| YTD | +94.0% | +8.4% | +85.6% | +66.8% |
| 1Y | +151.3% | +10.1% | +141.2% | +110.4% |
| All | +385.8% | +70.4% | +315.4% | +97.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling