+175.9%
B vs SOUN
+118.4%
+57.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.7% |
| 7D | -2.7% | -9.5% | +6.8% | -2.1% |
| 30D | -4.3% | -21.3% | +17.0% | -2.9% |
| 3M | -2.3% | -47.2% | +44.9% | +1.4% |
| 6M | -16.2% | -53.7% | +37.5% | -12.6% |
| YTD | -8.8% | -60.8% | +52.0% | -4.8% |
| 1Y | +11.4% | -70.9% | +82.3% | +17.5% |
| All | +175.9% | +118.4% | +57.5% | +143.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling