+80.8%
EMR vs SOUN
-22.7%
+103.6%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | -1.5% | -5.2% | +3.7% | -1.3% |
| 30D | -5.6% | +4.8% | -10.4% | -5.9% |
| 3M | +7.9% | -15.9% | +23.8% | +8.5% |
| 6M | +6.0% | -17.4% | +23.4% | +6.3% |
| YTD | +16.4% | -32.4% | +48.8% | +17.5% |
| 1Y | +16.6% | -49.3% | +65.9% | +18.6% |
| 3Y | +62.9% | +167.5% | -104.6% | +58.1% |
| All | +80.8% | -22.7% | +103.6% | +77.1% |
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 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