+75.6%
EMR vs SOUN
-28.0%
+103.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.1% | +1.8% | -1.2% |
| 7D | -1.2% | -6.8% | +5.6% | -1.0% |
| 30D | -9.4% | -15.2% | +5.8% | -8.9% |
| 3M | +8.6% | -7.0% | +15.5% | +8.7% |
| 6M | +6.7% | -20.5% | +27.2% | +7.2% |
| YTD | +13.1% | -37.0% | +50.1% | +14.4% |
| 1Y | +12.7% | -55.3% | +68.0% | +15.2% |
| 3Y | +58.1% | +173.0% | -115.0% | +53.8% |
| All | +75.6% | -28.0% | +103.6% | +72.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling