+36.3%
MP vs SOUN
-22.7%
+59.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | -2.9% | -5.2% | +2.4% | -2.4% |
| 30D | +13.8% | +4.8% | +9.0% | +13.3% |
| 3M | -16.7% | -15.9% | -0.8% | -15.5% |
| 6M | -11.5% | -17.4% | +5.9% | -10.4% |
| YTD | +7.9% | -32.4% | +40.3% | +10.8% |
| 1Y | -15.0% | -49.3% | +34.2% | -11.0% |
| 3Y | +153.5% | +167.5% | -14.0% | +125.7% |
| All | +36.3% | -22.7% | +59.0% | +18.6% |
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