+7.4%
EQT vs SOUN
-55.4%
+62.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.6% |
| 7D | -2.0% | -7.1% | +5.1% | -2.1% |
| 30D | 0.0% | -15.4% | +15.4% | -0.2% |
| 3M | +5.9% | -10.6% | +16.5% | +5.8% |
| 6M | -14.8% | -19.6% | +4.9% | -14.6% |
| YTD | +1.8% | -37.2% | +39.0% | +1.6% |
| 1Y | +7.4% | -57.1% | +64.4% | +11.6% |
| All | +7.4% | -55.4% | +62.8% | +11.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling