+91.6%
ABBV vs SOUN
-28.2%
+119.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | +0.3% | -7.1% | +7.4% | +0.3% |
| 30D | +3.4% | -15.4% | +18.8% | +3.4% |
| 3M | +15.2% | -10.6% | +25.8% | +15.2% |
| 6M | +14.7% | -19.6% | +34.3% | +14.7% |
| YTD | +15.2% | -37.2% | +52.4% | +15.2% |
| 1Y | +20.4% | -57.1% | +77.4% | +20.5% |
| 3Y | +91.3% | +178.2% | -86.9% | +90.6% |
| All | +91.6% | -28.2% | +119.8% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOUN.
Daily Out/Under-Performance
Portfolio return minus SOUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOUN 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded SOUN 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling