+142.7%
INTC vs SOUN
-25.7%
+168.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +1.8% |
| 7D | +18.0% | -4.4% | +22.4% | +18.3% |
| 30D | +8.9% | -13.1% | +22.1% | +9.9% |
| 3M | -1.6% | -7.7% | +6.1% | -1.1% |
| 6M | +133.1% | -21.2% | +154.3% | +135.2% |
| YTD | +187.9% | -35.0% | +222.9% | +193.5% |
| 1Y | +334.7% | -56.4% | +391.1% | +351.2% |
| 3Y | +184.2% | +181.7% | +2.4% | +165.1% |
| All | +142.7% | -25.7% | +168.4% | +126.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling