+425.4%
SN vs ACWI
+61.3%
+364.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.9% | +5.0% |
| 7D | +3.8% | -4.0% | +7.8% | +10.4% |
| 30D | +17.5% | -5.8% | +23.4% | +28.8% |
| 3M | +19.2% | -5.0% | +24.3% | +28.7% |
| 6M | +84.9% | +0.7% | +84.2% | +80.3% |
| YTD | +94.0% | +8.4% | +85.6% | +67.8% |
| 1Y | +151.3% | +10.1% | +141.2% | +112.0% |
| 3Y | +387.1% | +70.8% | +316.3% | +124.4% |
| All | +425.4% | +61.3% | +364.1% | +151.3% |
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 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