+1,217.1%
FIX vs SOUN
-53.6%
+1,270.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -1.5% | +10.9% | +9.5% |
| 7D | -7.2% | -1.0% | -6.3% | -7.3% |
| 30D | -35.1% | -24.9% | -10.3% | -33.9% |
| 3M | -34.3% | -49.5% | +15.2% | -31.2% |
| 6M | -42.9% | -54.4% | +11.5% | -40.1% |
| YTD | +19.5% | -59.4% | +78.8% | +25.6% |
| 1Y | +16.8% | -71.4% | +88.1% | +25.5% |
| 3Y | +506.7% | +134.1% | +372.6% | +483.1% |
| All | +1,217.1% | -53.6% | +1,270.7% | +1,173.7% |
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