+17.8%
AVGO vs SOUN
-47.0%
+64.8%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | -5.2% | +2.2% | -1.6% |
| 30D | -14.4% | +4.8% | -19.3% | -16.0% |
| 3M | -14.4% | -15.9% | +1.4% | -11.4% |
| 6M | +13.1% | -17.4% | +30.5% | +14.8% |
| YTD | +3.8% | -32.4% | +36.2% | +9.8% |
| 1Y | +17.8% | -49.3% | +67.1% | +39.1% |
| All | +17.8% | -47.0% | +64.8% | +39.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling