+180.9%
EWT vs SOUN
-28.2%
+209.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.8% |
| 7D | -1.1% | -7.1% | +6.0% | -0.9% |
| 30D | +4.5% | -15.4% | +19.9% | +5.1% |
| 3M | +8.3% | -10.6% | +18.8% | +8.6% |
| 6M | +54.2% | -19.6% | +73.9% | +55.0% |
| YTD | +74.6% | -37.2% | +111.8% | +76.6% |
| 1Y | +84.9% | -57.1% | +142.0% | +88.9% |
| 3Y | +197.5% | +178.2% | +19.3% | +188.0% |
| All | +180.9% | -28.2% | +209.2% | +173.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling