-51.7%
FIG vs SOUN
-73.4%
+21.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +4.9% | +0.4% | +3.8% |
| 7D | -4.7% | -2.7% | -2.0% | -3.9% |
| 30D | +0.5% | -26.5% | +27.1% | +9.8% |
| 3M | -18.4% | -33.6% | +15.2% | -10.1% |
| 6M | +10.9% | -54.4% | +65.3% | +40.3% |
| YTD | -40.8% | -56.7% | +15.9% | -26.4% |
| 1Y | -51.7% | -71.4% | +19.8% | -35.0% |
| All | -51.7% | -73.4% | +21.7% | -35.0% |
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