+376.9%
MPC vs SOUN
-22.7%
+399.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +5.4% | -5.2% | +10.6% | +5.5% |
| 30D | +31.0% | +4.8% | +26.1% | +30.8% |
| 3M | +46.0% | -15.9% | +61.9% | +46.3% |
| 6M | +77.3% | -17.4% | +94.7% | +77.4% |
| YTD | +141.9% | -32.4% | +174.3% | +142.8% |
| 1Y | +120.9% | -49.3% | +170.2% | +122.8% |
| 3Y | +182.7% | +167.5% | +15.2% | +174.4% |
| All | +376.9% | -22.7% | +399.6% | +365.1% |
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