+22.5%
F vs SOUN
-56.9%
+79.4%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -1.4% | -2.6% | -3.8% |
| 7D | -4.9% | -4.4% | -0.5% | -4.4% |
| 30D | -2.9% | -13.1% | +10.2% | -1.6% |
| 3M | -9.1% | -7.7% | -1.4% | -8.4% |
| 6M | +12.9% | -21.2% | +34.1% | +14.6% |
| YTD | +6.1% | -35.0% | +41.1% | +9.0% |
| 1Y | +22.5% | -56.4% | +78.9% | +26.8% |
| All | +22.5% | -56.9% | +79.4% | +26.8% |
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