+311.3%
CAT vs SOUN
-22.7%
+334.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +1.7% | -5.2% | +6.9% | +2.0% |
| 30D | -6.6% | +4.8% | -11.4% | -6.9% |
| 3M | -13.3% | -15.9% | +2.6% | -12.7% |
| 6M | +11.6% | -17.4% | +29.0% | +12.0% |
| YTD | +42.9% | -32.4% | +75.3% | +44.5% |
| 1Y | +95.4% | -49.3% | +144.7% | +99.9% |
| 3Y | +196.6% | +167.5% | +29.1% | +176.9% |
| All | +311.3% | -22.7% | +334.0% | +283.4% |
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 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