+505.2%
IBKR vs SOUN
-28.2%
+533.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.3% | +2.5% | +2.2% |
| 7D | -1.3% | -7.1% | +5.8% | -0.9% |
| 30D | -0.2% | -15.4% | +15.2% | +0.8% |
| 3M | +3.0% | -10.6% | +13.5% | +3.5% |
| 6M | +33.9% | -19.6% | +53.5% | +35.0% |
| YTD | +42.5% | -37.2% | +79.7% | +45.5% |
| 1Y | +44.9% | -57.1% | +101.9% | +50.5% |
| 3Y | +293.0% | +178.2% | +114.8% | +272.1% |
| All | +505.2% | -28.2% | +533.5% | +464.7% |
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 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