+67.0%
MAR vs SOUN
+181.7%
-114.7%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +0.9% |
| 7D | -0.5% | -4.4% | +3.9% | -0.2% |
| 30D | -4.7% | -13.1% | +8.5% | -3.9% |
| 3M | -15.6% | -7.7% | -7.9% | -15.4% |
| 6M | +1.2% | -21.2% | +22.4% | +1.8% |
| YTD | +7.5% | -35.0% | +42.5% | +9.1% |
| 1Y | +26.6% | -56.4% | +83.0% | +30.9% |
| All | +67.0% | +181.7% | -114.7% | +47.4% |
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