+196.1%
CAT vs SOUN
-55.6%
+251.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.4% | +2.1% | -2.2% |
| 7D | -6.3% | -6.1% | -0.2% | -6.0% |
| 30D | -26.8% | -28.2% | +1.4% | -25.7% |
| 3M | -30.0% | -48.1% | +18.1% | -27.9% |
| 6M | -34.6% | -56.4% | +21.8% | -32.2% |
| YTD | +2.9% | -61.2% | +64.1% | +6.8% |
| 1Y | +3.3% | -73.1% | +76.4% | +8.8% |
| 3Y | +153.7% | +116.2% | +37.5% | +141.6% |
| All | +196.1% | -55.6% | +251.7% | +183.2% |
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