+19.3%
MCHP vs SOUN
-24.7%
+43.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.5% | -0.9% |
| 7D | +2.8% | -4.1% | +6.8% | +3.1% |
| 30D | -12.8% | -18.1% | +5.2% | -11.6% |
| 3M | -19.2% | -12.3% | -6.9% | -18.5% |
| 6M | +14.5% | -18.6% | +33.1% | +15.5% |
| YTD | +17.1% | -34.1% | +51.2% | +19.4% |
| 1Y | +15.3% | -57.0% | +72.3% | +20.5% |
| 3Y | +0.5% | +185.7% | -185.2% | -9.5% |
| All | +19.3% | -24.7% | +43.9% | +7.4% |
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 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