+95.8%
B vs SOUN
-55.2%
+150.9%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -1.6% |
| 7D | -2.7% | -9.5% | +6.8% | -2.5% |
| 30D | -4.3% | -21.3% | +17.0% | -3.9% |
| 3M | -2.3% | -47.2% | +44.9% | -1.3% |
| 6M | -16.2% | -53.7% | +37.5% | -15.2% |
| YTD | -8.8% | -60.8% | +52.0% | -7.8% |
| 1Y | +11.4% | -70.9% | +82.3% | +12.8% |
| 3Y | +174.3% | +118.4% | +55.8% | +179.8% |
| All | +95.8% | -55.2% | +150.9% | +104.8% |
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