+221.7%
C vs SOUN
-22.7%
+244.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +3.6% | -5.2% | +8.8% | +3.9% |
| 30D | +0.1% | +4.8% | -4.8% | -0.3% |
| 3M | +2.4% | -15.9% | +18.3% | +3.0% |
| 6M | +24.9% | -17.4% | +42.3% | +25.4% |
| YTD | +19.8% | -32.4% | +52.2% | +21.2% |
| 1Y | +44.9% | -49.3% | +94.1% | +47.9% |
| 3Y | +263.0% | +167.5% | +95.5% | +234.5% |
| All | +221.7% | -22.7% | +244.4% | +194.0% |
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