-99.9%
DFNS vs SOUN
+177.2%
-277.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | -0.2% |
| 7D | +0.8% | -4.1% | +4.9% | +1.7% |
| 30D | -73.2% | -18.1% | -55.1% | -71.8% |
| 3M | -72.4% | -12.3% | -60.2% | -71.8% |
| 6M | -95.2% | -18.6% | -76.6% | -95.0% |
| YTD | -98.0% | -34.1% | -63.9% | -97.8% |
| 1Y | -98.3% | -57.0% | -41.2% | -97.9% |
| 3Y | -99.9% | +185.7% | -285.5% | -99.9% |
| All | -99.9% | +177.2% | -277.1% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling