+135.2%
INTC vs SOUN
-28.2%
+163.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.3% | +2.9% | +2.6% |
| 7D | +7.5% | -7.1% | +14.6% | +8.0% |
| 30D | +2.0% | -15.4% | +17.4% | +3.0% |
| 3M | -12.0% | -10.6% | -1.4% | -11.4% |
| 6M | +114.5% | -19.6% | +134.2% | +116.3% |
| YTD | +179.0% | -37.2% | +216.2% | +185.0% |
| 1Y | +318.3% | -57.1% | +375.3% | +334.9% |
| 3Y | +171.2% | +178.2% | -7.0% | +153.4% |
| All | +135.2% | -28.2% | +163.4% | +119.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling