+38.2%
DXCM vs SOUN
-72.7%
+110.9%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | +0.4% |
| 7D | -9.2% | -9.5% | +0.3% | -8.1% |
| 30D | -6.5% | -21.3% | +14.8% | -4.0% |
| 3M | -10.3% | -47.2% | +37.0% | -4.1% |
| 6M | +35.4% | -53.7% | +89.1% | +46.4% |
| YTD | +21.1% | -60.8% | +81.8% | +32.9% |
| 1Y | +38.2% | -70.9% | +109.1% | +57.4% |
| All | +38.2% | -72.7% | +110.9% | +57.4% |
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