+3.1%
FERG vs SOUN
-73.4%
+76.5%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.9% | -2.2% | +2.2% |
| 7D | +7.7% | -2.7% | +10.4% | +8.0% |
| 30D | +11.5% | -26.5% | +38.0% | +15.0% |
| 3M | -2.4% | -33.6% | +31.3% | +1.4% |
| 6M | -4.0% | -54.4% | +50.4% | +4.0% |
| YTD | +13.4% | -56.7% | +70.0% | +22.9% |
| 1Y | +3.1% | -71.4% | +74.5% | +21.5% |
| All | +3.1% | -73.4% | +76.5% | +21.5% |
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