+91.1%
ABBV vs SOUN
-22.7%
+113.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +0.4% | -5.2% | +5.6% | +0.4% |
| 30D | +4.2% | +4.8% | -0.7% | +4.2% |
| 3M | +14.8% | -15.9% | +30.7% | +14.9% |
| 6M | +10.3% | -17.4% | +27.7% | +10.3% |
| YTD | +14.9% | -32.4% | +47.3% | +14.9% |
| 1Y | +24.1% | -49.3% | +73.4% | +24.2% |
| 3Y | +91.9% | +167.5% | -75.5% | +91.2% |
| All | +91.1% | -22.7% | +113.8% | +91.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling