+142.3%
DASH vs SOUN
-22.7%
+165.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | 0.0% | -4.6% | -4.6% |
| 7D | -10.6% | -5.2% | -5.4% | -10.2% |
| 30D | +2.2% | +4.8% | -2.7% | +1.7% |
| 3M | +32.3% | -15.9% | +48.1% | +33.7% |
| 6M | +19.1% | -17.4% | +36.5% | +20.3% |
| YTD | -6.5% | -32.4% | +25.9% | -4.5% |
| 1Y | -14.9% | -49.3% | +34.4% | -11.6% |
| 3Y | +151.9% | +167.5% | -15.5% | +117.3% |
| All | +142.3% | -22.7% | +165.0% | +103.4% |
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 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