-37.5%
DOW vs SOUN
-60.0%
+22.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.7% | -0.2% |
| 7D | +5.2% | -15.1% | +20.3% | +5.7% |
| 30D | +13.2% | -23.0% | +36.1% | +14.1% |
| 3M | +10.1% | -53.3% | +63.4% | +12.7% |
| 6M | -13.1% | -58.6% | +45.5% | -10.9% |
| YTD | +46.1% | -65.0% | +111.1% | +50.1% |
| 1Y | +50.0% | -71.4% | +121.5% | +55.2% |
| 3Y | -20.2% | +75.4% | -95.6% | -22.8% |
| All | -37.5% | -60.0% | +22.5% | -39.0% |
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