-5.9%
ABT vs SOUN
-28.2%
+22.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.4% |
| 7D | -5.9% | -7.1% | +1.2% | -5.8% |
| 30D | -8.1% | -15.4% | +7.3% | -7.9% |
| 3M | +14.5% | -10.6% | +25.1% | +14.6% |
| 6M | -6.3% | -19.6% | +13.4% | -6.2% |
| YTD | -17.1% | -37.2% | +20.1% | -16.9% |
| 1Y | -21.4% | -57.1% | +35.7% | -20.9% |
| 3Y | +5.9% | +178.2% | -172.3% | +2.6% |
| All | -5.9% | -28.2% | +22.4% | -9.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling