+77.2%
MMM vs SOUN
-58.7%
+135.9%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.9% | +6.5% | -1.1% |
| 7D | -0.8% | -15.5% | +14.7% | -0.2% |
| 30D | +14.4% | -26.2% | +40.6% | +15.7% |
| 3M | +1.8% | -51.4% | +53.1% | +4.4% |
| 6M | +31.3% | -55.3% | +86.6% | +34.8% |
| YTD | +18.0% | -63.9% | +81.9% | +21.6% |
| 1Y | +10.9% | -72.8% | +83.7% | +15.4% |
| 3Y | +160.6% | +101.1% | +59.5% | +152.7% |
| All | +77.2% | -58.7% | +135.9% | +72.4% |
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