+764.4%
FIX vs SOUN
+186.8%
+577.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +6.0% | -5.2% | +11.2% | +6.8% |
| 30D | -7.2% | +4.8% | -12.1% | -8.2% |
| 3M | -15.9% | -15.9% | 0.0% | -14.3% |
| 6M | +12.7% | -17.4% | +30.1% | +13.9% |
| YTD | +72.8% | -32.4% | +105.2% | +78.3% |
| 1Y | +122.9% | -49.3% | +172.2% | +137.0% |
| All | +764.4% | +186.8% | +577.6% | +601.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling