-99.9%
DFNS vs SOUN
-28.2%
-71.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.5% |
| 7D | -6.3% | -7.1% | +0.8% | -5.7% |
| 30D | -74.0% | -15.4% | -58.6% | -73.4% |
| 3M | -70.1% | -10.6% | -59.6% | -69.8% |
| 6M | -93.9% | -19.6% | -74.3% | -93.8% |
| YTD | -98.1% | -37.2% | -60.9% | -98.0% |
| 1Y | -98.3% | -57.1% | -41.2% | -98.2% |
| 3Y | -99.9% | +178.2% | -278.1% | -99.9% |
| All | -99.9% | -28.2% | -71.7% | -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 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