+27.1%
ADP vs SOUN
-25.7%
+52.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.3% | -1.0% |
| 7D | -5.7% | -4.4% | -1.2% | -5.6% |
| 30D | -3.1% | -13.1% | +10.0% | -2.9% |
| 3M | +15.6% | -7.7% | +23.3% | +15.7% |
| 6M | +20.8% | -21.2% | +42.0% | +21.0% |
| YTD | +4.7% | -35.0% | +39.8% | +5.2% |
| 1Y | -8.3% | -56.4% | +48.1% | -7.4% |
| 3Y | +13.6% | +181.7% | -168.2% | +9.7% |
| All | +27.1% | -25.7% | +52.8% | +23.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling