+393.4%
LLY vs SOUN
-53.6%
+446.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.5% | +5.7% | +4.3% |
| 7D | +0.1% | -1.0% | +1.0% | +0.1% |
| 30D | +19.7% | -24.9% | +44.6% | +20.4% |
| 3M | +19.3% | -49.5% | +68.8% | +20.8% |
| 6M | +49.3% | -54.4% | +103.7% | +51.5% |
| YTD | +32.0% | -59.4% | +91.4% | +33.9% |
| 1Y | +53.7% | -71.4% | +125.1% | +56.8% |
| 3Y | +143.7% | +134.1% | +9.6% | +139.5% |
| All | +393.4% | -53.6% | +446.9% | +385.2% |
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 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