+19.4%
ABBV vs SOUN
-55.3%
+74.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.1% | +4.7% | +1.4% |
| 7D | -2.0% | -6.8% | +4.8% | -2.4% |
| 30D | +2.0% | -15.2% | +17.2% | +0.9% |
| 3M | +14.2% | -7.0% | +21.1% | +14.1% |
| 6M | +14.1% | -20.5% | +34.6% | +12.9% |
| YTD | +14.2% | -37.0% | +51.3% | +11.1% |
| All | +19.4% | -55.3% | +74.7% | +12.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling