+199.6%
ARM vs SOUN
+55.1%
+144.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -3.1% | -1.6% | -3.9% |
| 7D | +9.1% | -15.1% | +24.2% | +13.6% |
| 30D | -19.9% | -23.0% | +3.0% | -14.7% |
| 3M | -31.6% | -53.3% | +21.7% | -17.7% |
| 6M | -13.9% | -58.6% | +44.7% | +6.9% |
| YTD | +74.3% | -65.0% | +139.3% | +120.5% |
| 1Y | +35.8% | -71.4% | +107.2% | +79.3% |
| 3Y | +268.6% | +75.4% | +193.2% | +136.8% |
| All | +199.6% | +55.1% | +144.5% | +89.9% |
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