+1,217.4%
FIX vs SOUN
-60.0%
+1,277.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.1% | +1.7% | -1.2% |
| 7D | +9.4% | -15.1% | +24.5% | +10.7% |
| 30D | -27.8% | -23.0% | -4.8% | -26.5% |
| 3M | -35.6% | -53.3% | +17.8% | -32.2% |
| 6M | -45.2% | -58.6% | +13.3% | -42.1% |
| YTD | +19.5% | -65.0% | +84.5% | +26.9% |
| 1Y | +24.2% | -71.4% | +95.7% | +33.6% |
| 3Y | +494.2% | +75.4% | +418.8% | +478.6% |
| All | +1,217.4% | -60.0% | +1,277.4% | +1,187.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling