+123.5%
B vs SOUN
-25.7%
+149.2%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.4% | +2.5% | +1.1% |
| 7D | +1.0% | -4.4% | +5.5% | +1.1% |
| 30D | +9.5% | -13.1% | +22.6% | +9.7% |
| 3M | +14.3% | -7.7% | +22.0% | +14.4% |
| 6M | -1.9% | -21.2% | +19.3% | -1.7% |
| YTD | +4.1% | -35.0% | +39.1% | +4.4% |
| 1Y | +56.1% | -56.4% | +112.5% | +56.9% |
| 3Y | +202.0% | +181.7% | +20.3% | +204.4% |
| All | +123.5% | -25.7% | +149.2% | +131.9% |
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