-16.7%
IBM vs SOUN
-73.1%
+56.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.1% | +4.1% | +1.5% |
| 7D | +1.6% | -15.1% | +16.7% | +4.2% |
| 30D | +9.2% | -23.0% | +32.2% | +13.7% |
| 3M | +4.9% | -53.3% | +58.3% | +18.4% |
| 6M | +16.8% | -58.6% | +75.3% | +35.1% |
| YTD | -14.3% | -65.0% | +50.7% | +0.4% |
| 1Y | -16.7% | -71.4% | +54.7% | +1.0% |
| All | -16.7% | -73.1% | +56.4% | +1.0% |
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