+315.6%
CAT vs SOUN
-24.7%
+340.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.6% | +1.2% |
| 7D | +5.6% | -4.1% | +9.6% | +5.8% |
| 30D | -2.3% | -18.1% | +15.7% | -1.4% |
| 3M | -10.0% | -12.3% | +2.3% | -9.6% |
| 6M | +21.2% | -18.6% | +39.8% | +21.7% |
| YTD | +44.4% | -34.1% | +78.6% | +46.2% |
| 1Y | +96.3% | -57.0% | +153.3% | +102.2% |
| 3Y | +203.9% | +185.7% | +18.3% | +183.6% |
| All | +315.6% | -24.7% | +340.2% | +287.8% |
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