+36.4%
EWZ vs SOUN
-54.6%
+91.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.5% | +4.5% | +2.2% |
| 7D | +5.6% | -4.1% | +9.7% | +5.9% |
| 30D | +9.3% | -18.1% | +27.3% | +10.9% |
| 3M | +15.7% | -12.3% | +28.0% | +16.4% |
| 6M | +7.4% | -18.6% | +26.0% | +7.3% |
| YTD | +22.7% | -34.1% | +56.8% | +23.8% |
| 1Y | +36.4% | -57.0% | +93.4% | +40.7% |
| All | +36.4% | -54.6% | +91.0% | +40.7% |
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