-10.1%
SOUN vs ACWI
+87.6%
-97.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | +0.1% |
| 7D | -5.2% | +0.5% | -5.7% | -6.3% |
| 30D | +4.8% | +0.9% | +4.0% | +3.1% |
| 3M | -15.9% | +2.4% | -18.3% | -19.2% |
| 6M | -17.4% | +12.4% | -29.8% | -35.5% |
| YTD | -32.4% | +15.2% | -47.6% | -49.5% |
| 1Y | -49.3% | +22.7% | -72.0% | -66.7% |
| 3Y | +167.5% | +75.8% | +91.7% | +4.5% |
| All | -10.1% | +87.6% | -97.7% | -55.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling