+37.5%
F vs SOUN
+177.2%
-139.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.5% | -1.7% | -4.1% |
| 7D | +1.2% | -4.1% | +5.2% | +1.4% |
| 30D | +1.2% | -18.1% | +19.3% | +2.4% |
| 3M | -5.7% | -12.3% | +6.6% | -5.1% |
| 6M | +17.9% | -18.6% | +36.5% | +18.7% |
| YTD | +10.4% | -34.1% | +44.5% | +12.1% |
| 1Y | +25.3% | -57.0% | +82.4% | +29.7% |
| 3Y | +37.5% | +185.7% | -148.2% | +14.9% |
| All | +37.5% | +177.2% | -139.8% | +14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling