+177.6%
GOOG vs SOUN
-25.7%
+203.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.7% | -2.0% |
| 7D | -1.6% | -4.4% | +2.9% | -1.4% |
| 30D | -7.7% | -13.1% | +5.5% | -7.2% |
| 3M | -9.3% | -7.7% | -1.6% | -9.2% |
| 6M | +7.4% | -21.2% | +28.6% | +7.9% |
| YTD | +4.9% | -35.0% | +39.9% | +5.8% |
| 1Y | +37.2% | -56.4% | +93.6% | +40.0% |
| 3Y | +141.6% | +181.7% | -40.1% | +129.4% |
| All | +177.6% | -25.7% | +203.3% | +159.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling