+154.4%
ADI vs SOUN
-28.2%
+182.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +4.9% |
| 7D | +4.6% | -7.1% | +11.7% | +5.0% |
| 30D | -1.2% | -15.4% | +14.2% | -0.3% |
| 3M | -7.8% | -10.6% | +2.8% | -7.4% |
| 6M | +19.3% | -19.6% | +39.0% | +20.0% |
| YTD | +40.9% | -37.2% | +78.1% | +43.2% |
| 1Y | +54.5% | -57.1% | +111.6% | +59.6% |
| 3Y | +123.4% | +178.2% | -54.8% | +107.1% |
| All | +154.4% | -28.2% | +182.6% | +135.4% |
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