+44.6%
DXCM vs SOUN
-73.4%
+118.0%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.9% | +1.8% | +6.1% |
| 7D | +12.5% | -2.7% | +15.2% | +12.8% |
| 30D | +1.8% | -26.5% | +28.3% | +4.7% |
| 3M | +1.8% | -33.6% | +35.4% | +5.3% |
| 6M | +47.4% | -54.4% | +101.8% | +58.3% |
| YTD | +33.3% | -56.7% | +90.0% | +42.2% |
| 1Y | +44.6% | -71.4% | +116.1% | +55.3% |
| All | +44.6% | -73.4% | +118.0% | +55.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling