+143.3%
DELL vs SOUN
-73.4%
+216.7%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +4.9% | -13.7% | -10.0% |
| 7D | -24.6% | -2.7% | -21.9% | -24.1% |
| 30D | -32.5% | -26.5% | -6.0% | -27.4% |
| 3M | -20.2% | -33.6% | +13.4% | -12.7% |
| 6M | +76.5% | -54.4% | +130.9% | +106.0% |
| YTD | +198.9% | -56.7% | +255.6% | +257.6% |
| 1Y | +143.3% | -71.4% | +214.8% | +232.3% |
| All | +143.3% | -73.4% | +216.7% | +232.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling