+7.0%
EXC vs SOUN
-24.7%
+31.6%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +0.7% |
| 7D | +1.2% | -4.1% | +5.3% | +1.2% |
| 30D | -2.7% | -18.1% | +15.4% | -2.8% |
| 3M | -1.0% | -12.3% | +11.3% | -1.0% |
| 6M | -9.3% | -18.6% | +9.3% | -9.3% |
| YTD | +3.6% | -34.1% | +37.7% | +3.6% |
| 1Y | +5.9% | -57.0% | +62.9% | +5.9% |
| 3Y | +21.3% | +185.7% | -164.4% | +19.2% |
| All | +7.0% | -24.7% | +31.6% | +6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling