+155.6%
DOCN vs SOUN
-22.7%
+178.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | 0.0% | +2.8% | +2.8% |
| 7D | +1.1% | -5.2% | +6.3% | +1.7% |
| 30D | -9.6% | +4.8% | -14.5% | -10.3% |
| 3M | -37.7% | -15.9% | -21.8% | -36.7% |
| 6M | +115.2% | -17.4% | +132.6% | +117.4% |
| YTD | +133.7% | -32.4% | +166.1% | +140.4% |
| 1Y | +250.2% | -49.3% | +299.4% | +270.6% |
| 3Y | +320.3% | +167.5% | +152.8% | +256.3% |
| All | +155.6% | -22.7% | +178.3% | +110.4% |
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