+130.9%
SOUN vs ACWI
+70.3%
+60.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.5% | -3.4% |
| 7D | -2.6% | -2.4% | -0.3% | +4.0% |
| 30D | -27.0% | -5.2% | -21.8% | -14.4% |
| 3M | -41.9% | -4.8% | -37.1% | -32.7% |
| 6M | -56.1% | -1.3% | -54.8% | -54.5% |
| YTD | -58.8% | +8.4% | -67.2% | -68.0% |
| 1Y | -71.1% | +11.0% | -82.1% | -79.3% |
| 3Y | +130.9% | +70.6% | +60.3% | -59.0% |
| All | +130.9% | +70.3% | +60.6% | -59.0% |
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