+58.3%
EMR vs SOUN
+181.7%
-123.4%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.1% |
| 7D | +0.9% | -4.4% | +5.3% | +1.3% |
| 30D | -5.0% | -13.1% | +8.2% | -3.9% |
| 3M | +5.9% | -7.7% | +13.6% | +6.3% |
| 6M | +7.3% | -21.2% | +28.5% | +8.3% |
| YTD | +14.6% | -35.0% | +49.6% | +17.0% |
| 1Y | +15.6% | -56.4% | +72.0% | +21.0% |
| All | +58.3% | +181.7% | -123.4% | +42.1% |
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