+565.3%
AVGO vs SOUN
-22.7%
+588.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -3.0% | -5.2% | +2.3% | -2.5% |
| 30D | -14.4% | +4.8% | -19.3% | -14.9% |
| 3M | -14.4% | -15.9% | +1.4% | -13.4% |
| 6M | +13.1% | -17.4% | +30.5% | +14.1% |
| YTD | +3.8% | -32.4% | +36.2% | +6.0% |
| 1Y | +17.8% | -49.3% | +67.1% | +22.5% |
| 3Y | +325.3% | +167.5% | +157.8% | +296.8% |
| All | +565.3% | -22.7% | +588.0% | +516.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling