+29.4%
B vs SOUN
-73.4%
+102.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +4.9% | +3.5% | +7.2% |
| 7D | +1.1% | -2.7% | +3.8% | +1.8% |
| 30D | +0.3% | -26.5% | +26.9% | +7.2% |
| 3M | +5.4% | -33.6% | +39.1% | +15.1% |
| 6M | +5.5% | -54.4% | +59.9% | +22.8% |
| YTD | -6.3% | -56.7% | +50.3% | +7.9% |
| 1Y | +29.4% | -71.4% | +100.8% | +66.5% |
| All | +29.4% | -73.4% | +102.8% | +66.5% |
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 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