+38.3%
IEMG vs SOUN
-47.0%
+85.3%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | 0.0% | +1.7% | +1.7% |
| 7D | +2.2% | -5.2% | +7.4% | +3.1% |
| 30D | +4.6% | +4.8% | -0.2% | +3.4% |
| 3M | +0.4% | -15.9% | +16.2% | +2.1% |
| 6M | +16.4% | -17.4% | +33.8% | +16.9% |
| YTD | +25.4% | -32.4% | +57.8% | +28.1% |
| 1Y | +38.3% | -49.3% | +87.6% | +47.1% |
| All | +38.3% | -47.0% | +85.3% | +47.1% |
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