+797.0%
FLEX vs SOUN
-24.7%
+821.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.5% | +6.9% | +4.6% |
| 7D | +7.0% | -4.1% | +11.1% | +7.3% |
| 30D | -5.8% | -18.1% | +12.3% | -4.5% |
| 3M | -24.2% | -12.3% | -11.9% | -23.7% |
| 6M | +90.8% | -18.6% | +109.4% | +92.2% |
| YTD | +89.2% | -34.1% | +123.3% | +92.7% |
| 1Y | +104.7% | -57.0% | +161.7% | +113.8% |
| 3Y | +478.1% | +185.7% | +292.4% | +432.1% |
| All | +797.0% | -24.7% | +821.7% | +711.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling