+228.9%
ARM vs SOUN
+114.1%
+114.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.5% | +8.3% | +5.6% |
| 7D | -15.2% | -2.6% | -12.6% | -14.7% |
| 30D | -40.7% | -27.0% | -13.7% | -35.9% |
| 3M | -39.1% | -41.9% | +2.9% | -30.7% |
| 6M | -26.4% | -56.1% | +29.7% | -10.3% |
| YTD | +59.7% | -58.8% | +118.5% | +94.2% |
| 1Y | +10.3% | -71.1% | +81.5% | +44.8% |
| 3Y | +228.9% | +130.9% | +98.0% | +97.7% |
| All | +228.9% | +114.1% | +114.8% | +97.7% |
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