-34.4%
DOW vs SOUN
+173.0%
-207.4%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.0% |
| 7D | -2.4% | -6.8% | +4.5% | -2.0% |
| 30D | -4.1% | -15.2% | +11.2% | -3.2% |
| 3M | -12.4% | -7.0% | -5.5% | -12.4% |
| 6M | -10.6% | -20.5% | +9.9% | -10.4% |
| YTD | +31.1% | -37.0% | +68.1% | +33.4% |
| 1Y | +30.5% | -55.3% | +85.8% | +35.9% |
| All | -34.4% | +173.0% | -207.4% | -43.8% |
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 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