+22.5%
MA vs SOUN
-73.4%
+95.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.9% | -0.9% | +3.9% |
| 7D | +10.2% | -2.7% | +12.9% | +10.2% |
| 30D | +19.3% | -26.5% | +45.9% | +19.6% |
| 3M | +18.0% | -33.6% | +51.6% | +18.2% |
| 6M | +33.7% | -54.4% | +88.1% | +35.0% |
| YTD | +18.6% | -56.7% | +75.3% | +19.2% |
| 1Y | +22.5% | -71.4% | +93.9% | +25.0% |
| All | +22.5% | -73.4% | +95.9% | +25.0% |
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 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