-6.0%
ADP vs SOUN
-58.4%
+52.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +0.8% |
| 7D | -5.7% | -6.8% | +1.1% | -5.6% |
| 30D | -1.4% | -15.2% | +13.9% | -1.2% |
| 3M | +16.6% | -7.0% | +23.5% | +16.7% |
| 6M | +24.9% | -20.5% | +45.4% | +25.4% |
| YTD | +5.6% | -37.0% | +42.6% | +6.9% |
| 1Y | -6.0% | -55.3% | +49.3% | -5.0% |
| All | -6.0% | -58.4% | +52.4% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling