+199.3%
MS vs SOUN
-22.7%
+222.0%
-29.2%
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 | +1.4% | -5.2% | +6.6% | +1.6% |
| 30D | -0.3% | +4.8% | -5.1% | -0.6% |
| 3M | +0.3% | -15.9% | +16.2% | +1.0% |
| 6M | +31.3% | -17.4% | +48.7% | +31.9% |
| YTD | +24.7% | -32.4% | +57.1% | +26.2% |
| 1Y | +47.9% | -49.3% | +97.2% | +51.2% |
| 3Y | +178.3% | +167.5% | +10.9% | +157.7% |
| All | +199.3% | -22.7% | +222.0% | +174.3% |
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