+542.6%
ASX vs SOUN
-60.0%
+602.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.0% | -1.8% |
| 7D | +12.4% | -15.1% | +27.5% | +13.5% |
| 30D | -19.8% | -23.0% | +3.2% | -18.5% |
| 3M | -10.3% | -53.3% | +43.0% | -6.1% |
| 6M | +1.2% | -58.6% | +59.8% | +6.5% |
| YTD | +123.0% | -65.0% | +188.0% | +135.5% |
| 1Y | +145.4% | -71.4% | +216.9% | +161.8% |
| 3Y | +368.6% | +75.4% | +293.2% | +355.4% |
| All | +542.6% | -60.0% | +602.6% | +529.5% |
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