+14.4%
FIX vs SOUN
-73.4%
+87.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +4.9% | -19.9% | -16.1% |
| 7D | -18.9% | -2.7% | -16.2% | -18.5% |
| 30D | -36.3% | -26.5% | -9.8% | -31.8% |
| 3M | -38.5% | -33.6% | -4.9% | -33.5% |
| 6M | -42.3% | -54.4% | +12.1% | -32.3% |
| YTD | +17.1% | -56.7% | +73.8% | +36.9% |
| 1Y | +14.4% | -71.4% | +85.8% | +65.8% |
| All | +14.4% | -73.4% | +87.8% | +65.8% |
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