+100.5%
FLEX vs SOUN
-56.9%
+157.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | -0.1% | -1.1% |
| 7D | +6.4% | -4.4% | +10.8% | +7.5% |
| 30D | -5.9% | -13.1% | +7.3% | -2.7% |
| 3M | -23.5% | -7.7% | -15.8% | -22.7% |
| 6M | +83.7% | -21.2% | +104.9% | +87.7% |
| YTD | +86.5% | -35.0% | +121.5% | +97.7% |
| 1Y | +100.5% | -56.4% | +156.9% | +147.0% |
| All | +100.5% | -56.9% | +157.4% | +147.0% |
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