+20.9%
MS vs SOUN
-73.4%
+94.3%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +4.9% | -0.6% | +3.4% |
| 7D | +2.6% | -2.7% | +5.3% | +3.1% |
| 30D | +2.6% | -26.5% | +29.1% | +7.8% |
| 3M | -10.1% | -33.6% | +23.6% | -4.4% |
| 6M | +4.4% | -54.4% | +58.8% | +17.6% |
| YTD | +11.7% | -56.7% | +68.4% | +25.4% |
| 1Y | +20.9% | -71.4% | +92.4% | +50.0% |
| All | +20.9% | -73.4% | +94.3% | +50.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling