+44.7%
IBKR vs SOUN
-47.0%
+91.7%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.3% | -5.2% | +1.9% | -1.8% |
| 30D | +4.5% | +4.8% | -0.4% | +2.2% |
| 3M | +6.5% | -15.9% | +22.3% | +10.3% |
| 6M | +34.2% | -17.4% | +51.6% | +36.2% |
| YTD | +44.5% | -32.4% | +76.8% | +52.9% |
| 1Y | +44.7% | -49.3% | +94.0% | +73.4% |
| All | +44.7% | -47.0% | +91.7% | +73.4% |
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 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