+161.9%
DAL vs SOUN
+101.1%
+60.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -7.9% | +2.7% | -4.4% |
| 7D | +1.4% | -15.5% | +16.9% | +3.1% |
| 30D | +9.1% | -26.2% | +35.3% | +12.4% |
| 3M | -3.5% | -51.4% | +47.9% | +3.6% |
| 6M | +23.4% | -55.3% | +78.7% | +32.8% |
| YTD | +26.0% | -63.9% | +89.9% | +37.3% |
| 1Y | +44.6% | -72.8% | +117.4% | +61.4% |
| All | +161.9% | +101.1% | +60.7% | +153.1% |
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