+4.4%
LOW vs SOUN
-28.0%
+32.4%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.1% | +2.1% | -0.9% |
| 7D | -2.6% | -6.8% | +4.2% | -2.4% |
| 30D | -11.1% | -15.2% | +4.1% | -10.7% |
| 3M | -8.5% | -7.0% | -1.5% | -8.4% |
| 6M | -20.8% | -20.5% | -0.3% | -20.6% |
| YTD | -17.2% | -37.0% | +19.8% | -16.5% |
| 1Y | -24.7% | -55.3% | +30.6% | -23.5% |
| 3Y | -9.7% | +173.0% | -182.8% | -15.4% |
| All | +4.4% | -28.0% | +32.4% | -2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling