+96.3%
DASH vs SOUN
-60.0%
+156.2%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.1% | +2.4% | -0.4% |
| 7D | -4.5% | -15.1% | +10.5% | -3.3% |
| 30D | -6.8% | -23.0% | +16.2% | -4.8% |
| 3M | -20.7% | -53.3% | +32.6% | -15.9% |
| 6M | +15.1% | -58.6% | +73.6% | +22.8% |
| YTD | -24.3% | -65.0% | +40.7% | -18.6% |
| 1Y | -12.1% | -71.4% | +59.3% | -4.4% |
| 3Y | +91.1% | +75.4% | +15.7% | +71.8% |
| All | +96.3% | -60.0% | +156.2% | +73.4% |
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