-17.3%
META vs SOUN
-47.0%
+29.7%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +6.7% | -5.2% | +11.9% | +7.3% |
| 30D | +4.8% | +4.8% | -0.1% | +3.9% |
| 3M | -1.6% | -15.9% | +14.2% | +0.1% |
| 6M | -7.5% | -17.4% | +9.9% | -7.8% |
| YTD | -6.4% | -32.4% | +26.0% | -4.7% |
| 1Y | -17.3% | -49.3% | +31.9% | -10.5% |
| All | -17.3% | -47.0% | +29.7% | -10.5% |
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