+84.8%
MRK vs SOUN
-28.2%
+113.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -4.3% | -7.1% | +2.9% | -4.2% |
| 30D | +8.3% | -15.4% | +23.7% | +8.3% |
| 3M | +20.0% | -10.6% | +30.6% | +20.1% |
| 6M | +25.7% | -19.6% | +45.3% | +25.7% |
| YTD | +38.7% | -37.2% | +76.0% | +38.8% |
| 1Y | +74.7% | -57.1% | +131.7% | +74.9% |
| 3Y | +45.4% | +178.2% | -132.9% | +44.9% |
| All | +84.8% | -28.2% | +113.0% | +85.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling