+90.2%
FERG vs SOUN
-28.2%
+118.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.7% |
| 7D | -2.6% | -7.1% | +4.6% | -2.3% |
| 30D | -8.9% | -15.4% | +6.5% | -8.3% |
| 3M | -2.0% | -10.6% | +8.5% | -1.8% |
| 6M | -3.2% | -19.6% | +16.4% | -2.8% |
| YTD | +1.5% | -37.2% | +38.7% | +2.7% |
| 1Y | +0.5% | -57.1% | +57.5% | +2.9% |
| 3Y | +50.4% | +178.2% | -127.8% | +42.9% |
| All | +90.2% | -28.2% | +118.4% | +80.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling