-3.9%
MCD vs SOUN
-73.4%
+69.5%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.9% | +1.7% | +6.5% |
| 7D | +11.9% | -2.7% | +14.6% | +11.8% |
| 30D | +20.2% | -26.5% | +46.8% | +20.4% |
| 3M | +5.2% | -33.6% | +38.8% | +5.4% |
| 6M | 0.0% | -54.4% | +54.4% | +0.4% |
| YTD | -6.5% | -56.7% | +50.2% | -6.9% |
| 1Y | -3.9% | -71.4% | +67.5% | -1.7% |
| All | -3.9% | -73.4% | +69.5% | -1.7% |
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