+113.1%
ADI vs SOUN
+173.0%
-60.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.0% | -0.8% |
| 7D | +1.3% | -6.8% | +8.2% | +2.0% |
| 30D | -6.0% | -15.2% | +9.3% | -4.6% |
| 3M | -7.7% | -7.0% | -0.8% | -7.3% |
| 6M | +14.0% | -20.5% | +34.5% | +15.1% |
| YTD | +34.4% | -37.0% | +71.4% | +38.0% |
| 1Y | +48.0% | -55.3% | +103.3% | +55.8% |
| All | +113.1% | +173.0% | -60.0% | +80.2% |
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 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