-83.2%
FIG vs SOUN
-67.3%
-15.9%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.1% | +5.9% | +3.5% |
| 7D | +3.4% | -15.1% | +18.5% | +7.3% |
| 30D | -9.5% | -23.0% | +13.5% | -3.8% |
| 3M | -26.2% | -53.3% | +27.2% | -12.6% |
| 6M | +2.7% | -58.6% | +61.2% | +24.5% |
| YTD | -48.0% | -65.0% | +17.0% | -36.5% |
| 1Y | -52.0% | -71.4% | +19.4% | -39.9% |
| All | -83.2% | -67.3% | -15.9% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling