-53.6%
FISV vs SOUN
-25.7%
-27.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -3.0% | -4.3% |
| 7D | -6.4% | -4.4% | -2.0% | -6.3% |
| 30D | -6.8% | -13.1% | +6.3% | -6.6% |
| 3M | -10.0% | -7.7% | -2.3% | -9.9% |
| 6M | -20.6% | -21.2% | +0.5% | -20.4% |
| YTD | -27.6% | -35.0% | +7.4% | -27.2% |
| 1Y | -64.3% | -56.4% | -8.0% | -63.9% |
| 3Y | -60.0% | +181.7% | -241.7% | -61.6% |
| All | -53.6% | -25.7% | -27.9% | -55.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling