+203.9%
DOCN vs SOUN
+114.1%
+89.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.5% | +6.0% | +3.1% |
| 7D | -19.2% | -2.6% | -16.5% | -18.9% |
| 30D | -43.1% | -27.0% | -16.1% | -40.0% |
| 3M | -40.7% | -41.9% | +1.2% | -35.4% |
| 6M | -55.0% | -56.1% | +1.2% | -49.0% |
| YTD | +50.6% | -58.8% | +109.4% | +69.7% |
| 1Y | +54.0% | -71.1% | +125.1% | +82.7% |
| 3Y | +203.9% | +130.9% | +73.0% | +133.2% |
| All | +203.9% | +114.1% | +89.8% | +133.2% |
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