+179.6%
C vs SOUN
-52.9%
+232.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.5% | +4.0% | +0.7% |
| 7D | -2.4% | -2.6% | +0.2% | -2.3% |
| 30D | -6.0% | -27.0% | +21.0% | -4.6% |
| 3M | -10.5% | -41.9% | +31.4% | -8.3% |
| 6M | -5.7% | -56.1% | +50.4% | -2.2% |
| YTD | +4.1% | -58.8% | +62.9% | +7.8% |
| 1Y | +20.5% | -71.1% | +91.6% | +26.6% |
| 3Y | +208.1% | +130.9% | +77.2% | +188.2% |
| All | +179.6% | -52.9% | +232.5% | +161.6% |
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