+121.2%
ABBV vs SOUN
-60.0%
+181.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.2% |
| 7D | +1.3% | -15.1% | +16.4% | +1.3% |
| 30D | +4.7% | -23.0% | +27.7% | +4.7% |
| 3M | +18.3% | -53.3% | +71.7% | +18.4% |
| 6M | +43.4% | -58.6% | +101.9% | +43.5% |
| YTD | +33.0% | -65.0% | +98.0% | +33.0% |
| 1Y | +30.8% | -71.4% | +102.3% | +30.9% |
| 3Y | +135.1% | +75.4% | +59.8% | +134.2% |
| All | +121.2% | -60.0% | +181.2% | +121.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling