-13.3%
IBM vs SOUN
-73.4%
+60.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.9% | -3.1% | +0.9% |
| 7D | +0.4% | -2.7% | +3.1% | +0.8% |
| 30D | +14.8% | -26.5% | +41.3% | +20.2% |
| 3M | +8.9% | -33.6% | +42.6% | +15.6% |
| 6M | +12.4% | -54.4% | +66.8% | +27.5% |
| YTD | -12.4% | -56.7% | +44.3% | -1.8% |
| 1Y | -13.3% | -71.4% | +58.2% | +2.7% |
| All | -13.3% | -73.4% | +60.1% | +2.7% |
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 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