+153.0%
DASH vs SOUN
+166.4%
-13.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.6% |
| 7D | -10.6% | -5.2% | -5.4% | -10.0% |
| 30D | +2.2% | +4.8% | -2.7% | +1.4% |
| 3M | +32.3% | -15.9% | +48.1% | +34.2% |
| 6M | +19.1% | -17.4% | +36.5% | +20.7% |
| YTD | -6.5% | -32.4% | +25.9% | -3.9% |
| 1Y | -14.9% | -49.3% | +34.4% | -10.4% |
| All | +153.0% | +166.4% | -13.4% | +81.5% |
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