+191.7%
C vs SOUN
-55.2%
+246.9%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.5% |
| 7D | -0.4% | -9.5% | +9.1% | +0.1% |
| 30D | -5.3% | -21.3% | +16.0% | -4.2% |
| 3M | -8.0% | -47.2% | +39.2% | -5.2% |
| 6M | -0.3% | -53.7% | +53.5% | +3.2% |
| YTD | +8.6% | -60.8% | +69.4% | +12.7% |
| 1Y | +25.8% | -70.9% | +96.7% | +32.2% |
| 3Y | +221.2% | +118.4% | +102.7% | +201.2% |
| All | +191.7% | -55.2% | +246.9% | +173.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling