+570.8%
AVGO vs SOUN
-28.0%
+598.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.7% |
| 7D | +1.0% | -6.8% | +7.9% | +1.6% |
| 30D | -13.3% | -15.2% | +2.0% | -12.1% |
| 3M | -2.9% | -7.0% | +4.1% | -2.5% |
| 6M | +5.7% | -20.5% | +26.2% | +7.0% |
| YTD | +4.6% | -37.0% | +41.7% | +7.5% |
| 1Y | -1.6% | -55.3% | +53.7% | +3.3% |
| 3Y | +336.2% | +173.0% | +163.2% | +308.2% |
| All | +570.8% | -28.0% | +598.8% | +525.0% |
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