+60.9%
LIN vs SOUN
-22.7%
+83.6%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -2.1% | -5.2% | +3.1% | -2.1% |
| 30D | -2.4% | +4.8% | -7.2% | -2.5% |
| 3M | -5.6% | -15.9% | +10.3% | -5.4% |
| 6M | -3.4% | -17.4% | +14.0% | -3.3% |
| YTD | +13.1% | -32.4% | +45.5% | +13.4% |
| 1Y | +2.5% | -49.3% | +51.8% | +3.0% |
| 3Y | +27.6% | +167.5% | -139.9% | +24.3% |
| All | +60.9% | -22.7% | +83.6% | +56.7% |
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