+57.4%
MAR vs SOUN
-73.4%
+130.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.9% | -2.8% | +1.9% |
| 7D | +7.7% | -2.7% | +10.4% | +7.8% |
| 30D | +19.4% | -26.5% | +45.9% | +20.0% |
| 3M | +23.3% | -33.6% | +57.0% | +24.2% |
| 6M | +22.8% | -54.4% | +77.2% | +24.9% |
| YTD | +37.8% | -56.7% | +94.4% | +39.3% |
| 1Y | +57.4% | -71.4% | +128.8% | +64.7% |
| All | +57.4% | -73.4% | +130.8% | +64.7% |
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