+26.0%
C vs SOUN
-73.4%
+99.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.9% | -3.2% | +1.0% |
| 7D | +1.1% | -2.7% | +3.8% | +1.4% |
| 30D | -2.4% | -26.5% | +24.1% | +1.7% |
| 3M | -8.4% | -33.6% | +25.3% | -3.7% |
| 6M | +0.3% | -54.4% | +54.7% | +11.3% |
| YTD | +9.1% | -56.7% | +65.8% | +19.7% |
| 1Y | +26.0% | -71.4% | +97.5% | +50.9% |
| All | +26.0% | -73.4% | +99.4% | +50.9% |
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 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