-71.4%
SOUN vs ACWI
+14.9%
-86.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.7% | +3.2% | +0.5% |
| 7D | -2.7% | -0.5% | -2.2% | -1.4% |
| 30D | -26.5% | -1.6% | -24.9% | -23.1% |
| 3M | -33.6% | -1.3% | -32.3% | -31.0% |
| 6M | -54.4% | +5.8% | -60.2% | -60.5% |
| YTD | -56.7% | +12.7% | -69.4% | -68.4% |
| 1Y | -71.4% | +15.0% | -86.5% | -80.3% |
| All | -71.4% | +14.9% | -86.3% | -80.3% |
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