-6.4%
MP vs SOUN
-58.7%
+52.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -7.9% | +9.9% | +2.7% |
| 7D | +11.0% | -15.5% | +26.5% | +12.6% |
| 30D | -11.7% | -26.2% | +14.5% | -9.3% |
| 3M | -30.8% | -51.4% | +20.6% | -26.2% |
| 6M | -42.9% | -55.3% | +12.4% | -38.8% |
| YTD | -25.9% | -63.9% | +38.0% | -19.5% |
| 1Y | -37.3% | -72.8% | +35.5% | -30.6% |
| 3Y | +150.7% | +101.1% | +49.6% | +133.3% |
| All | -6.4% | -58.7% | +52.3% | -13.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling