+62.1%
DAL vs SOUN
-73.4%
+135.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +4.9% | +2.3% | +6.2% |
| 7D | +11.1% | -2.7% | +13.8% | +11.6% |
| 30D | +7.7% | -26.5% | +34.2% | +13.7% |
| 3M | -3.5% | -33.6% | +30.1% | +3.2% |
| 6M | +31.3% | -54.4% | +85.7% | +50.0% |
| YTD | +30.0% | -56.7% | +86.6% | +47.5% |
| 1Y | +62.1% | -71.4% | +133.5% | +108.8% |
| All | +62.1% | -73.4% | +135.5% | +108.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling