+15.9%
MS vs SOUN
-72.9%
+88.9%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.5% | +4.6% | +3.4% |
| 7D | +0.7% | -1.0% | +1.7% | +0.9% |
| 30D | -0.9% | -24.9% | +23.9% | +3.8% |
| 3M | -13.0% | -49.5% | +36.5% | -2.6% |
| 6M | -2.0% | -54.4% | +52.4% | +10.6% |
| YTD | +7.8% | -59.4% | +67.2% | +22.4% |
| All | +15.9% | -72.9% | +88.9% | +43.0% |
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