+127.0%
MP vs SOUN
+114.1%
+12.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.5% | +8.5% | +5.5% |
| 7D | -10.5% | -2.6% | -7.9% | -10.2% |
| 30D | -23.5% | -27.0% | +3.5% | -19.8% |
| 3M | -25.4% | -41.9% | +16.5% | -19.2% |
| 6M | -51.3% | -56.1% | +4.9% | -45.3% |
| YTD | -29.9% | -58.8% | +28.9% | -21.3% |
| 1Y | -31.8% | -71.1% | +39.3% | -20.6% |
| 3Y | +127.0% | +130.9% | -3.9% | +66.8% |
| All | +127.0% | +114.1% | +12.9% | +66.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling