+45.7%
DUK vs SOUN
+172.2%
-126.5%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | 0.0% |
| 7D | -0.7% | -7.1% | +6.5% | -0.8% |
| 30D | -2.4% | -15.4% | +13.0% | -2.6% |
| 3M | -3.0% | -10.6% | +7.6% | -3.0% |
| 6M | -6.6% | -19.6% | +13.1% | -6.6% |
| YTD | +4.6% | -37.2% | +41.8% | +4.3% |
| 1Y | +1.2% | -57.1% | +58.3% | +0.8% |
| 3Y | +45.7% | +178.2% | -132.6% | +40.3% |
| All | +45.7% | +172.2% | -126.5% | +40.3% |
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