+43.3%
DIS vs SOUN
+114.1%
-70.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.5% | +3.1% | -0.2% |
| 7D | +5.2% | -2.6% | +7.8% | +5.4% |
| 30D | +11.5% | -27.0% | +38.5% | +13.4% |
| 3M | +11.5% | -41.9% | +53.5% | +14.9% |
| 6M | +8.9% | -56.1% | +65.0% | +13.8% |
| YTD | +3.4% | -58.8% | +62.2% | +7.8% |
| 1Y | +7.2% | -71.1% | +78.3% | +13.8% |
| 3Y | +43.3% | +130.9% | -87.6% | +26.9% |
| All | +43.3% | +114.1% | -70.7% | +26.9% |
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