+387.8%
MPC vs SOUN
-24.7%
+412.5%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.5% | +4.8% | +2.3% |
| 7D | +3.9% | -4.1% | +7.9% | +3.9% |
| 30D | +33.8% | -18.1% | +51.8% | +34.2% |
| 3M | +49.9% | -12.3% | +62.1% | +50.0% |
| 6M | +80.9% | -18.6% | +99.5% | +81.1% |
| YTD | +147.4% | -34.1% | +181.5% | +148.5% |
| 1Y | +123.2% | -57.0% | +180.2% | +125.9% |
| 3Y | +171.7% | +185.7% | -13.9% | +163.8% |
| All | +387.8% | -24.7% | +412.5% | +375.9% |
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