+42.1%
ICE vs SOUN
+172.2%
-130.1%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.0% |
| 7D | -2.4% | -7.1% | +4.7% | -2.2% |
| 30D | +4.0% | -15.4% | +19.4% | +4.5% |
| 3M | +13.7% | -10.6% | +24.2% | +13.9% |
| 6M | +0.9% | -19.6% | +20.6% | +1.2% |
| YTD | -2.1% | -37.2% | +35.1% | -1.3% |
| 1Y | -9.5% | -57.1% | +47.6% | -8.0% |
| 3Y | +42.1% | +178.2% | -136.1% | +31.4% |
| All | +42.1% | +172.2% | -130.1% | +31.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling