-7.3%
F vs SOUN
-73.7%
+66.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.9% | +5.1% | -1.8% |
| 7D | -3.9% | -15.5% | +11.6% | -1.8% |
| 30D | -0.5% | -26.2% | +25.8% | +3.2% |
| 3M | -12.9% | -51.4% | +38.4% | -5.1% |
| 6M | +1.5% | -55.3% | +56.9% | +11.9% |
| YTD | -5.0% | -63.9% | +58.9% | +6.8% |
| 1Y | -7.3% | -72.8% | +65.5% | +9.2% |
| All | -7.3% | -73.7% | +66.3% | +9.2% |
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