+546.3%
AVGO vs SOUN
-60.0%
+606.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.1% | -1.7% | -4.5% |
| 7D | +18.2% | -15.1% | +33.2% | +19.6% |
| 30D | +0.2% | -23.0% | +23.2% | +2.3% |
| 3M | -16.8% | -53.3% | +36.5% | -11.7% |
| 6M | -16.5% | -58.6% | +42.1% | -10.7% |
| YTD | +0.8% | -65.0% | +65.8% | +8.4% |
| 1Y | +2.8% | -71.4% | +74.3% | +12.2% |
| 3Y | +278.5% | +75.4% | +203.2% | +269.7% |
| All | +546.3% | -60.0% | +606.2% | +530.2% |
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