+60.7%
DOCN vs SOUN
-51.1%
+111.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -1.4% | -14.5% | -15.7% |
| 7D | -29.3% | -2.3% | -27.0% | -29.1% |
| 30D | -46.0% | -25.5% | -20.5% | -44.2% |
| 3M | -43.2% | -33.7% | -9.4% | -40.7% |
| 6M | -53.7% | -53.4% | -0.3% | -50.0% |
| YTD | +46.9% | -57.3% | +104.2% | +58.9% |
| 1Y | +54.3% | -72.9% | +127.2% | +74.5% |
| 3Y | +185.5% | +131.5% | +54.0% | +150.2% |
| All | +60.7% | -51.1% | +111.8% | +39.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling