+85.8%
MAR vs SOUN
-24.7%
+110.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -2.2% |
| 7D | -1.7% | -4.1% | +2.4% | -1.6% |
| 30D | -6.9% | -18.1% | +11.2% | -6.2% |
| 3M | -15.8% | -12.3% | -3.5% | -15.6% |
| 6M | +1.9% | -18.6% | +20.5% | +2.2% |
| YTD | +6.6% | -34.1% | +40.7% | +7.6% |
| 1Y | +23.7% | -57.0% | +80.7% | +26.4% |
| 3Y | +64.6% | +185.7% | -121.1% | +53.5% |
| All | +85.8% | -24.7% | +110.5% | +69.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling