+72.1%
MA vs SOUN
+125.0%
-52.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +1.9% | +0.5% |
| 7D | -0.3% | -1.0% | +0.6% | -0.3% |
| 30D | +11.3% | -24.9% | +36.2% | +12.2% |
| 3M | +16.7% | -49.5% | +66.2% | +18.9% |
| 6M | +32.8% | -54.4% | +87.2% | +35.6% |
| YTD | +15.6% | -59.4% | +75.0% | +18.1% |
| 1Y | +19.6% | -71.4% | +90.9% | +23.4% |
| 3Y | +72.1% | +134.1% | -62.0% | +67.6% |
| All | +72.1% | +125.0% | -52.9% | +67.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling