+12.4%
IYR vs SOUN
-73.4%
+85.8%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.9% | -1.7% | +3.1% |
| 7D | +6.9% | -2.7% | +9.6% | +6.9% |
| 30D | +10.2% | -26.5% | +36.8% | +10.6% |
| 3M | -0.3% | -33.6% | +33.3% | +0.2% |
| 6M | +3.6% | -54.4% | +58.0% | +5.3% |
| YTD | +12.5% | -56.7% | +69.1% | +13.2% |
| 1Y | +12.4% | -71.4% | +83.9% | +15.2% |
| All | +12.4% | -73.4% | +85.8% | +15.2% |
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