-80.8%
FIG vs SOUN
-41.1%
-39.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.1% | +3.7% | +1.3% |
| 7D | -12.2% | -6.8% | -5.4% | -10.8% |
| 30D | -11.0% | -15.2% | +4.3% | -7.7% |
| 3M | +11.9% | -7.0% | +18.8% | +11.5% |
| 6M | -21.9% | -20.5% | -1.4% | -19.3% |
| YTD | -40.8% | -37.0% | -3.7% | -36.6% |
| 1Y | -56.6% | -55.3% | -1.3% | -49.9% |
| All | -80.8% | -41.1% | -39.7% | -77.6% |
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