+71.5%
MO vs SOUN
-25.7%
+97.1%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.4% |
| 7D | -2.4% | -4.4% | +2.0% | -2.4% |
| 30D | +3.6% | -13.1% | +16.7% | +3.6% |
| 3M | -3.7% | -7.7% | +4.0% | -3.7% |
| 6M | +4.5% | -21.2% | +25.7% | +4.6% |
| YTD | +21.5% | -35.0% | +56.5% | +21.7% |
| 1Y | +9.5% | -56.4% | +65.9% | +9.8% |
| 3Y | +93.6% | +181.7% | -88.2% | +88.4% |
| All | +71.5% | -25.7% | +97.1% | +66.4% |
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