+619.3%
ASX vs SOUN
-24.7%
+643.9%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.5% | +8.6% | +6.2% |
| 7D | +6.3% | -4.1% | +10.4% | +6.6% |
| 30D | +6.4% | -18.1% | +24.5% | +7.7% |
| 3M | +13.1% | -12.3% | +25.4% | +13.9% |
| 6M | +90.3% | -18.6% | +108.9% | +91.6% |
| YTD | +149.6% | -34.1% | +183.7% | +153.8% |
| 1Y | +249.2% | -57.0% | +306.2% | +262.4% |
| 3Y | +445.9% | +185.7% | +260.2% | +411.4% |
| All | +619.3% | -24.7% | +643.9% | +578.4% |
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 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