+78.0%
DOCN vs SOUN
-53.6%
+131.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.5% | +9.5% | +8.2% |
| 7D | -12.8% | -1.0% | -11.8% | -12.8% |
| 30D | -41.9% | -24.9% | -17.1% | -40.0% |
| 3M | -36.9% | -49.5% | +12.6% | -32.1% |
| 6M | -52.2% | -54.4% | +2.2% | -48.2% |
| YTD | +62.7% | -59.4% | +122.1% | +76.9% |
| 1Y | +58.2% | -71.4% | +129.6% | +78.1% |
| 3Y | +219.5% | +134.1% | +85.4% | +180.2% |
| All | +78.0% | -53.6% | +131.5% | +54.8% |
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