+64.7%
DOCN vs SOUN
-52.9%
+117.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.5% | +6.0% | +2.9% |
| 7D | -19.2% | -2.6% | -16.5% | -19.0% |
| 30D | -43.1% | -27.0% | -16.1% | -41.0% |
| 3M | -40.7% | -41.9% | +1.2% | -37.2% |
| 6M | -55.0% | -56.1% | +1.2% | -51.0% |
| YTD | +50.6% | -58.8% | +109.4% | +63.5% |
| 1Y | +54.0% | -71.1% | +125.1% | +73.1% |
| 3Y | +203.9% | +130.9% | +73.0% | +166.7% |
| All | +64.7% | -52.9% | +117.6% | +43.1% |
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