+181.1%
MCK vs SOUN
-28.2%
+209.3%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | -2.9% | -7.1% | +4.2% | -3.0% |
| 30D | +0.4% | -15.4% | +15.8% | +0.3% |
| 3M | +12.1% | -10.6% | +22.7% | +12.1% |
| 6M | -5.4% | -19.6% | +14.2% | -5.5% |
| YTD | +7.8% | -37.2% | +45.0% | +7.6% |
| 1Y | +22.9% | -57.1% | +80.0% | +22.6% |
| 3Y | +110.7% | +178.2% | -67.5% | +113.9% |
| All | +181.1% | -28.2% | +209.3% | +187.9% |
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