+25.0%
FLEX vs SOUN
-73.4%
+98.4%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +4.9% | -17.2% | -13.6% |
| 7D | -17.0% | -2.7% | -14.3% | -16.4% |
| 30D | -33.8% | -26.5% | -7.3% | -28.7% |
| 3M | -39.0% | -33.6% | -5.4% | -33.3% |
| 6M | -15.9% | -54.4% | +38.5% | -0.9% |
| YTD | +27.8% | -56.7% | +84.5% | +48.9% |
| 1Y | +25.0% | -71.4% | +96.4% | +79.5% |
| All | +25.0% | -73.4% | +98.4% | +79.5% |
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