+57.3%
LLY vs SOUN
-73.4%
+130.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.9% | -4.2% | +0.4% |
| 7D | +10.1% | -2.7% | +12.8% | +10.2% |
| 30D | +24.0% | -26.5% | +50.6% | +25.4% |
| 3M | +27.3% | -33.6% | +60.9% | +28.9% |
| 6M | +47.0% | -54.4% | +101.3% | +52.1% |
| YTD | +32.6% | -56.7% | +89.3% | +32.8% |
| 1Y | +57.3% | -71.4% | +128.8% | +57.1% |
| All | +57.3% | -73.4% | +130.7% | +57.1% |
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