+105.9%
FAST vs SOUN
-52.9%
+158.7%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.5% | +3.7% | +0.2% |
| 7D | +2.1% | -2.6% | +4.7% | +2.1% |
| 30D | +6.9% | -27.0% | +33.9% | +7.3% |
| 3M | +4.8% | -41.9% | +46.8% | +5.6% |
| 6M | +19.8% | -56.1% | +75.9% | +21.0% |
| YTD | +34.9% | -58.8% | +93.7% | +36.2% |
| 1Y | +32.8% | -71.1% | +103.9% | +34.6% |
| 3Y | +93.7% | +130.9% | -37.2% | +90.1% |
| All | +105.9% | -52.9% | +158.7% | +102.4% |
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