+43.4%
C vs SOUN
-56.3%
+99.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.4% |
| 7D | +3.2% | -4.1% | +7.3% | +3.7% |
| 30D | +1.3% | -18.1% | +19.4% | +3.9% |
| 3M | +3.1% | -12.3% | +15.4% | +4.2% |
| 6M | +29.6% | -18.6% | +48.2% | +30.2% |
| YTD | +19.0% | -34.1% | +53.1% | +22.1% |
| All | +43.4% | -56.3% | +99.7% | +55.4% |
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 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