-61.1%
FISV vs SOUN
-47.0%
-14.1%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.3% | -5.2% | +4.9% | 0.0% |
| 30D | -2.1% | +4.8% | -6.9% | -2.4% |
| 3M | -5.7% | -15.9% | +10.1% | -4.5% |
| 6M | -15.3% | -17.4% | +2.1% | -15.1% |
| YTD | -21.1% | -32.4% | +11.3% | -20.5% |
| 1Y | -61.1% | -49.3% | -11.8% | -61.7% |
| All | -61.1% | -47.0% | -14.1% | -61.7% |
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