+105.6%
DASH vs SOUN
-52.9%
+158.5%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | +0.1% |
| 7D | +0.4% | -2.6% | +3.0% | +0.6% |
| 30D | -6.0% | -27.0% | +20.9% | -3.7% |
| 3M | -15.8% | -41.9% | +26.2% | -12.2% |
| 6M | +7.0% | -56.1% | +63.1% | +13.6% |
| YTD | -20.7% | -58.8% | +38.1% | -15.8% |
| 1Y | -8.5% | -71.1% | +62.6% | -0.7% |
| 3Y | +101.8% | +130.9% | -29.1% | +77.9% |
| All | +105.6% | -52.9% | +158.5% | +79.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling