-4.2%
IBM vs SOUN
-57.1%
+52.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -1.4% | +4.8% | +3.6% |
| 7D | +3.6% | -4.4% | +8.0% | +4.1% |
| 30D | +1.5% | -13.1% | +14.7% | +3.3% |
| 3M | -12.9% | -7.7% | -5.2% | -12.5% |
| 6M | -3.9% | -21.2% | +17.3% | -2.0% |
| YTD | -17.3% | -35.0% | +17.7% | -14.7% |
| All | -4.2% | -57.1% | +52.9% | +2.1% |
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