+68.5%
COST vs SOUN
+172.2%
-103.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | -1.2% | -7.1% | +5.9% | -1.0% |
| 30D | -4.7% | -15.4% | +10.7% | -4.4% |
| 3M | -7.1% | -10.6% | +3.5% | -7.0% |
| 6M | -8.5% | -19.6% | +11.1% | -8.4% |
| YTD | +5.4% | -37.2% | +42.6% | +6.2% |
| 1Y | -5.6% | -57.1% | +51.4% | -4.1% |
| 3Y | +68.5% | +178.2% | -109.7% | +58.4% |
| All | +68.5% | +172.2% | -103.7% | +58.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling