+29.9%
MCHP vs SOUN
-73.4%
+103.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.9% | -8.1% | -4.4% |
| 7D | -5.4% | -2.7% | -2.7% | -4.8% |
| 30D | -7.5% | -26.5% | +19.0% | -0.9% |
| 3M | -6.0% | -33.6% | +27.6% | +3.1% |
| 6M | -20.1% | -54.4% | +34.3% | -8.0% |
| YTD | +20.2% | -56.7% | +76.9% | +43.3% |
| 1Y | +29.9% | -71.4% | +101.4% | +81.4% |
| All | +29.9% | -73.4% | +103.3% | +81.4% |
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 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