+12.2%
DIS vs SOUN
-73.1%
+85.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +0.9% |
| 7D | +1.9% | -15.1% | +17.0% | +3.2% |
| 30D | +9.2% | -23.0% | +32.1% | +11.3% |
| 3M | +13.5% | -53.3% | +66.9% | +20.1% |
| 6M | +14.3% | -58.6% | +72.8% | +22.0% |
| YTD | +5.4% | -65.0% | +70.4% | +11.3% |
| 1Y | +12.2% | -71.4% | +83.6% | +17.6% |
| All | +12.2% | -73.1% | +85.3% | +17.6% |
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