+212.6%
EWY vs SOUN
-25.7%
+238.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.8% | +0.5% |
| 7D | +6.7% | -4.4% | +11.1% | +6.9% |
| 30D | +17.0% | -13.1% | +30.1% | +17.6% |
| 3M | +3.7% | -7.7% | +11.3% | +3.9% |
| 6M | +42.5% | -21.2% | +63.7% | +43.4% |
| YTD | +96.2% | -35.0% | +131.2% | +98.4% |
| 1Y | +160.4% | -56.4% | +216.7% | +165.7% |
| 3Y | +231.7% | +181.7% | +49.9% | +219.3% |
| All | +212.6% | -25.7% | +238.3% | +202.1% |
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