+316.4%
ARM vs SOUN
+178.2%
+138.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.3% |
| 7D | +5.0% | -7.1% | +12.2% | +6.9% |
| 30D | -2.6% | -15.4% | +12.8% | +1.4% |
| 3M | -22.6% | -10.6% | -12.1% | -20.5% |
| 6M | +120.5% | -19.6% | +140.1% | +130.5% |
| YTD | +142.2% | -37.2% | +179.4% | +165.7% |
| 1Y | +71.2% | -57.1% | +128.2% | +102.6% |
| All | +316.4% | +178.2% | +138.2% | +128.8% |
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