+87.4%
DAL vs SOUN
-22.7%
+110.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +0.1% | -5.2% | +5.3% | +0.5% |
| 30D | -13.9% | +4.8% | -18.7% | -14.3% |
| 3M | +1.1% | -15.9% | +16.9% | +1.9% |
| 6M | +26.2% | -17.4% | +43.6% | +26.9% |
| YTD | +16.4% | -32.4% | +48.8% | +18.3% |
| 1Y | +33.9% | -49.3% | +83.1% | +38.1% |
| 3Y | +93.4% | +167.5% | -74.1% | +75.2% |
| All | +87.4% | -22.7% | +110.1% | +66.0% |
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