+455.3%
SN vs ACWI
+65.4%
+389.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +2.6% | +0.3% | -1.1% |
| 7D | +7.6% | +0.3% | +7.3% | +6.8% |
| 30D | +24.1% | -2.8% | +26.9% | +29.5% |
| 3M | +23.7% | -3.2% | +26.9% | +29.5% |
| 6M | +105.5% | +1.3% | +104.2% | +99.5% |
| YTD | +105.1% | +11.2% | +93.9% | +70.5% |
| 1Y | +148.3% | +13.8% | +134.5% | +99.0% |
| 3Y | +438.7% | +76.2% | +362.5% | +137.0% |
| All | +455.3% | +65.4% | +389.9% | +155.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling