+64.8%
EFA vs SOUN
+172.2%
-107.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.0% |
| 7D | -1.5% | -7.1% | +5.6% | -1.2% |
| 30D | -1.7% | -15.4% | +13.7% | -0.8% |
| 3M | +3.5% | -10.6% | +14.1% | +3.9% |
| 6M | +9.5% | -19.6% | +29.1% | +10.0% |
| YTD | +12.9% | -37.2% | +50.1% | +14.5% |
| 1Y | +18.2% | -57.1% | +75.3% | +21.6% |
| 3Y | +64.8% | +178.2% | -113.4% | +46.9% |
| All | +64.8% | +172.2% | -107.3% | +46.9% |
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