+76.2%
EFA vs SOUN
-25.7%
+101.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -1.1% |
| 7D | -0.5% | -4.4% | +4.0% | -0.3% |
| 30D | -1.3% | -13.1% | +11.8% | -1.0% |
| 3M | +5.2% | -7.7% | +12.9% | +5.3% |
| 6M | +9.4% | -21.2% | +30.5% | +9.7% |
| YTD | +12.7% | -35.0% | +47.7% | +13.5% |
| 1Y | +19.3% | -56.4% | +75.6% | +21.0% |
| 3Y | +66.3% | +181.7% | -115.4% | +60.7% |
| All | +76.2% | -25.7% | +101.9% | +70.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling