+145.8%
GOOG vs SOUN
+172.2%
-26.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | 0.0% | -7.1% | +7.2% | +0.4% |
| 30D | -2.0% | -15.4% | +13.4% | -1.2% |
| 3M | -5.9% | -10.6% | +4.7% | -5.5% |
| 6M | +8.9% | -19.6% | +28.5% | +9.5% |
| YTD | +7.1% | -37.2% | +44.3% | +8.7% |
| 1Y | +39.7% | -57.1% | +96.7% | +43.7% |
| 3Y | +145.8% | +178.2% | -32.4% | +135.4% |
| All | +145.8% | +172.2% | -26.3% | +135.4% |
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