+519.7%
FLEX vs SOUN
-55.2%
+574.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.0% | +2.8% | +3.7% |
| 7D | +2.2% | -9.5% | +11.7% | +3.0% |
| 30D | -32.6% | -21.3% | -11.3% | -31.5% |
| 3M | -35.5% | -47.2% | +11.7% | -32.6% |
| 6M | -45.6% | -53.7% | +8.2% | -42.8% |
| YTD | +30.7% | -60.8% | +91.5% | +38.0% |
| 1Y | +28.4% | -70.9% | +99.3% | +38.0% |
| 3Y | +301.7% | +118.4% | +183.2% | +280.5% |
| All | +519.7% | -55.2% | +574.9% | +481.2% |
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