+72.6%
DDOG vs SOUN
-28.0%
+100.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.1% | +1.5% | -1.3% |
| 7D | +3.2% | -6.8% | +10.1% | +3.8% |
| 30D | -10.2% | -15.2% | +5.1% | -9.0% |
| 3M | -2.6% | -7.0% | +4.4% | -2.5% |
| 6M | +80.1% | -20.5% | +100.6% | +82.2% |
| YTD | +63.0% | -37.0% | +100.1% | +67.3% |
| 1Y | +59.4% | -55.3% | +114.7% | +66.5% |
| 3Y | +127.0% | +173.0% | -46.0% | +94.6% |
| All | +72.6% | -28.0% | +100.6% | +44.7% |
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