-3.2%
MCD vs SOUN
-74.1%
+70.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.4% | +4.7% | +0.3% |
| 7D | +7.3% | -6.1% | +13.3% | +7.3% |
| 30D | +20.0% | -28.2% | +48.2% | +19.9% |
| 3M | +3.8% | -48.1% | +51.9% | +3.7% |
| 6M | +3.8% | -56.4% | +60.2% | +3.6% |
| YTD | -5.9% | -61.2% | +55.3% | -7.3% |
| 1Y | -3.2% | -73.1% | +69.9% | -5.1% |
| All | -3.2% | -74.1% | +70.9% | -5.1% |
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