+75.8%
EEM vs SOUN
-28.0%
+103.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +0.9% | -2.1% |
| 7D | -0.7% | -6.8% | +6.1% | -0.5% |
| 30D | +2.4% | -15.2% | +17.6% | +2.9% |
| 3M | +4.2% | -7.0% | +11.1% | +4.3% |
| 6M | +14.8% | -20.5% | +35.3% | +15.2% |
| YTD | +23.1% | -37.0% | +60.1% | +24.1% |
| 1Y | +32.5% | -55.3% | +87.8% | +34.4% |
| 3Y | +85.9% | +173.0% | -87.2% | +81.4% |
| All | +75.8% | -28.0% | +103.8% | +72.7% |
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