+202.4%
META vs SOUN
-22.7%
+225.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +6.7% | -5.2% | +11.9% | +7.0% |
| 30D | +4.8% | +4.8% | -0.1% | +4.3% |
| 3M | -1.6% | -15.9% | +14.2% | -0.9% |
| 6M | -7.5% | -17.4% | +9.9% | -7.1% |
| YTD | -6.4% | -32.4% | +26.0% | -5.2% |
| 1Y | -17.3% | -49.3% | +31.9% | -15.2% |
| 3Y | +109.9% | +167.5% | -57.5% | +89.7% |
| All | +202.4% | -22.7% | +225.1% | +166.1% |
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