+91.3%
IVV vs SOUN
-22.7%
+114.0%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.1% | -5.2% | +5.3% | +0.3% |
| 30D | +0.1% | +4.8% | -4.7% | -0.2% |
| 3M | +2.0% | -15.9% | +17.8% | +2.5% |
| 6M | +13.0% | -17.4% | +30.4% | +13.3% |
| YTD | +13.6% | -32.4% | +46.0% | +14.5% |
| 1Y | +20.1% | -49.3% | +69.4% | +21.9% |
| 3Y | +77.6% | +167.5% | -89.9% | +68.0% |
| All | +91.3% | -22.7% | +114.0% | +79.5% |
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