+51.5%
DOCN vs SOUN
-72.9%
+124.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.5% | +9.5% | +8.5% |
| 7D | -12.8% | -1.0% | -11.8% | -12.7% |
| 30D | -41.9% | -24.9% | -17.1% | -36.7% |
| 3M | -36.9% | -49.5% | +12.6% | -23.7% |
| 6M | -52.2% | -54.4% | +2.2% | -41.7% |
| YTD | +62.7% | -59.4% | +122.1% | +97.6% |
| All | +51.5% | -72.9% | +124.5% | +112.9% |
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 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