+60.4%
MMM vs SOUN
-22.7%
+83.1%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -3.3% | -5.2% | +1.9% | -3.1% |
| 30D | -7.0% | +4.8% | -11.8% | -7.2% |
| 3M | +10.8% | -15.9% | +26.7% | +11.3% |
| 6M | +5.8% | -17.4% | +23.2% | +6.0% |
| YTD | +6.8% | -32.4% | +39.2% | +7.6% |
| 1Y | +10.4% | -49.3% | +59.7% | +12.1% |
| 3Y | +104.7% | +167.5% | -62.8% | +94.6% |
| All | +60.4% | -22.7% | +83.1% | +52.6% |
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