+77.9%
MA vs SOUN
-53.6%
+131.4%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +12.0% |
| 3M | +16.7% | -49.5% | +66.2% | +18.3% |
| 6M | +32.8% | -54.4% | +87.2% | +34.8% |
| YTD | +15.6% | -59.4% | +75.0% | +17.4% |
| 1Y | +19.6% | -71.4% | +90.9% | +22.3% |
| 3Y | +72.1% | +134.1% | -62.0% | +66.1% |
| All | +77.9% | -53.6% | +131.4% | +71.3% |
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