+182.5%
EWT vs SOUN
-24.7%
+207.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.5% | +2.0% | -0.5% |
| 7D | +1.6% | -4.1% | +5.7% | +1.8% |
| 30D | +8.2% | -18.1% | +26.3% | +9.0% |
| 3M | +11.1% | -12.3% | +23.3% | +11.5% |
| 6M | +60.4% | -18.6% | +79.0% | +61.1% |
| YTD | +75.6% | -34.1% | +109.7% | +77.2% |
| 1Y | +91.3% | -57.0% | +148.3% | +95.3% |
| 3Y | +200.3% | +185.7% | +14.6% | +190.2% |
| All | +182.5% | -24.7% | +207.2% | +174.9% |
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