+304.4%
FLEX vs SOUN
+125.0%
+179.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.5% | +13.5% | +12.2% |
| 7D | -7.2% | -1.0% | -6.2% | -7.2% |
| 30D | -34.8% | -24.9% | -9.9% | -32.6% |
| 3M | -35.6% | -49.5% | +13.9% | -30.5% |
| 6M | -45.0% | -54.4% | +9.4% | -40.3% |
| YTD | +29.4% | -59.4% | +88.8% | +40.6% |
| 1Y | +24.8% | -71.4% | +96.2% | +40.4% |
| 3Y | +304.4% | +134.1% | +170.3% | +271.0% |
| All | +304.4% | +125.0% | +179.4% | +271.0% |
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 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