+32.4%
BABA vs SOUN
-22.7%
+55.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -4.8% | -5.2% | +0.4% | -4.6% |
| 30D | -11.9% | +4.8% | -16.7% | -12.2% |
| 3M | -9.3% | -15.9% | +6.6% | -8.9% |
| 6M | -14.2% | -17.4% | +3.2% | -14.0% |
| YTD | -22.0% | -32.4% | +10.4% | -21.4% |
| 1Y | -12.7% | -49.3% | +36.6% | -11.3% |
| 3Y | +26.7% | +167.5% | -140.8% | +21.8% |
| All | +32.4% | -22.7% | +55.1% | +26.4% |
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