+7.4%
ABT vs SOUN
+173.0%
-165.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.7% |
| 7D | -5.0% | -6.8% | +1.8% | -4.9% |
| 30D | -5.8% | -15.2% | +9.5% | -5.7% |
| 3M | +16.7% | -7.0% | +23.7% | +16.8% |
| 6M | -5.2% | -20.5% | +15.3% | -5.1% |
| YTD | -16.0% | -37.0% | +21.0% | -15.7% |
| 1Y | -18.3% | -55.3% | +37.1% | -17.8% |
| All | +7.4% | +173.0% | -165.7% | +0.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling