+222.9%
EWY vs SOUN
+172.2%
+50.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.6% | +3.3% |
| 7D | -0.1% | -7.1% | +7.0% | +0.5% |
| 30D | +7.3% | -15.4% | +22.7% | +8.7% |
| 3M | -5.1% | -10.6% | +5.4% | -4.4% |
| 6M | +42.1% | -19.6% | +61.7% | +43.7% |
| YTD | +94.1% | -37.2% | +131.3% | +98.4% |
| 1Y | +147.8% | -57.1% | +204.9% | +157.4% |
| 3Y | +222.9% | +178.2% | +44.7% | +193.3% |
| All | +222.9% | +172.2% | +50.7% | +193.3% |
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