-71.9%
SOUN vs ACWI
+12.9%
-84.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.6% | -4.1% | -7.5% |
| 7D | -1.0% | +0.3% | -1.3% | -2.5% |
| 30D | -24.9% | -2.8% | -22.0% | -19.5% |
| 3M | -49.5% | -3.2% | -46.3% | -45.5% |
| 6M | -54.4% | +1.3% | -55.7% | -55.5% |
| YTD | -59.4% | +11.2% | -70.6% | -69.3% |
| All | -71.9% | +12.9% | -84.7% | -79.1% |
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