+6.7%
LOW vs SOUN
-24.7%
+31.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.7% | -1.7% |
| 7D | +0.4% | -4.1% | +4.5% | +0.5% |
| 30D | -10.1% | -18.1% | +8.0% | -9.6% |
| 3M | -2.9% | -12.3% | +9.4% | -2.6% |
| 6M | -19.4% | -18.6% | -0.8% | -19.2% |
| YTD | -15.4% | -34.1% | +18.7% | -14.8% |
| 1Y | -24.9% | -57.0% | +32.1% | -23.6% |
| 3Y | -7.8% | +185.7% | -193.5% | -13.7% |
| All | +6.7% | -24.7% | +31.3% | -0.1% |
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 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