+75.4%
SOUN vs ACWI
+74.6%
+0.8%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.2% |
| 7D | -15.1% | +2.4% | -17.5% | -21.4% |
| 30D | -23.0% | -1.7% | -21.3% | -19.6% |
| 3M | -53.3% | -3.9% | -49.4% | -47.7% |
| 6M | -58.6% | +0.8% | -59.3% | -59.7% |
| YTD | -65.0% | +11.0% | -76.0% | -74.8% |
| 1Y | -71.4% | +13.1% | -84.5% | -80.7% |
| 3Y | +75.4% | +73.9% | +1.5% | -72.0% |
| All | +75.4% | +74.6% | +0.8% | -72.0% |
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