+0.8%
META vs SOUN
-73.4%
+74.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.9% | -3.4% | +0.8% |
| 7D | +2.9% | -2.7% | +5.6% | +3.2% |
| 30D | -15.1% | -26.5% | +11.4% | -12.0% |
| 3M | +7.2% | -33.6% | +40.9% | +12.1% |
| 6M | +3.4% | -54.4% | +57.8% | +12.7% |
| YTD | -4.3% | -56.7% | +52.4% | +2.1% |
| 1Y | +0.8% | -71.4% | +72.2% | +17.2% |
| All | +0.8% | -73.4% | +74.2% | +17.2% |
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