+1,811.0%
FIX vs SOUN
-25.7%
+1,836.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.7% | -1.9% |
| 7D | +3.5% | -4.4% | +8.0% | +3.8% |
| 30D | -3.5% | -13.1% | +9.6% | -2.6% |
| 3M | -11.8% | -7.7% | -4.1% | -11.5% |
| 6M | +17.8% | -21.2% | +39.0% | +18.9% |
| YTD | +73.3% | -35.0% | +108.3% | +76.7% |
| 1Y | +128.1% | -56.4% | +184.5% | +137.9% |
| 3Y | +772.7% | +181.7% | +590.9% | +716.7% |
| All | +1,811.0% | -25.7% | +1,836.7% | +1,691.9% |
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 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