-37.3%
ADBE vs SOUN
-24.7%
-12.7%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.5% | -0.9% | -3.4% |
| 7D | -10.1% | -4.1% | -6.0% | -9.9% |
| 30D | -3.0% | -18.1% | +15.1% | -2.3% |
| 3M | +5.0% | -12.3% | +17.3% | +5.3% |
| 6M | -9.3% | -18.6% | +9.3% | -8.9% |
| YTD | -26.5% | -34.1% | +7.6% | -25.8% |
| 1Y | -28.3% | -57.0% | +28.8% | -26.8% |
| 3Y | -54.1% | +185.7% | -239.7% | -56.9% |
| All | -37.3% | -24.7% | -12.7% | -41.3% |
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 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