+3.8%
EXC vs SOUN
-58.4%
+62.2%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.1% | +2.4% | -0.8% |
| 7D | -1.6% | -6.8% | +5.2% | -1.9% |
| 30D | -2.4% | -15.2% | +12.9% | -2.9% |
| 3M | -4.0% | -7.0% | +3.0% | -3.9% |
| 6M | -9.8% | -20.5% | +10.7% | -10.1% |
| YTD | +2.3% | -37.0% | +39.3% | +1.8% |
| 1Y | +3.8% | -55.3% | +59.1% | +3.2% |
| All | +3.8% | -58.4% | +62.2% | +3.2% |
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