+1,050.9%
DELL vs SOUN
-28.0%
+1,078.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.1% | -2.3% | -5.2% |
| 7D | -1.9% | -6.8% | +4.9% | -1.5% |
| 30D | +14.9% | -15.2% | +30.1% | +15.9% |
| 3M | +37.2% | -7.0% | +44.2% | +37.6% |
| 6M | +254.0% | -20.5% | +274.5% | +256.7% |
| YTD | +306.1% | -37.0% | +343.2% | +313.0% |
| 1Y | +312.3% | -55.3% | +367.6% | +324.9% |
| 3Y | +654.0% | +173.0% | +481.0% | +616.8% |
| All | +1,050.9% | -28.0% | +1,078.9% | +991.3% |
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