+151.0%
MS vs SOUN
-52.9%
+203.8%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | -0.4% |
| 7D | -1.6% | -2.6% | +1.1% | -1.4% |
| 30D | -3.8% | -27.0% | +23.2% | -2.3% |
| 3M | -14.6% | -41.9% | +27.4% | -12.3% |
| 6M | -5.1% | -56.1% | +51.1% | -1.4% |
| YTD | +4.5% | -58.8% | +63.3% | +8.4% |
| 1Y | +13.5% | -71.1% | +84.7% | +19.6% |
| 3Y | +160.4% | +130.9% | +29.5% | +145.0% |
| All | +151.0% | -52.9% | +203.8% | +135.6% |
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