-80.9%
FIG vs SOUN
-39.3%
-41.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.4% | -1.9% | -2.9% |
| 7D | -14.5% | -4.4% | -10.0% | -13.6% |
| 30D | -13.3% | -13.1% | -0.2% | -10.6% |
| 3M | +7.4% | -7.7% | +15.1% | +7.5% |
| 6M | -27.8% | -21.2% | -6.6% | -25.3% |
| YTD | -41.1% | -35.0% | -6.1% | -37.4% |
| 1Y | -58.7% | -56.4% | -2.4% | -52.8% |
| All | -80.9% | -39.3% | -41.7% | -77.9% |
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