-1.8%
MA vs SOUN
-58.4%
+56.6%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.1% | +2.7% | -0.3% |
| 7D | -3.5% | -6.8% | +3.4% | -3.4% |
| 30D | +0.7% | -15.2% | +15.9% | +0.8% |
| 3M | +15.8% | -7.0% | +22.8% | +15.6% |
| 6M | +10.2% | -20.5% | +30.7% | +9.7% |
| YTD | -0.5% | -37.0% | +36.5% | -0.5% |
| 1Y | -1.8% | -55.3% | +53.5% | -2.5% |
| All | -1.8% | -58.4% | +56.6% | -2.5% |
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