+4.9%
MSFT vs SOUN
-73.1%
+78.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.2% | +0.8% |
| 7D | -1.3% | -15.1% | +13.8% | +2.0% |
| 30D | -1.8% | -23.0% | +21.1% | +3.3% |
| 3M | +5.6% | -53.3% | +59.0% | +22.8% |
| 6M | +29.8% | -58.6% | +88.4% | +52.3% |
| YTD | +9.0% | -65.0% | +74.0% | +26.2% |
| 1Y | +4.9% | -71.4% | +76.4% | +22.1% |
| All | +4.9% | -73.1% | +78.1% | +22.1% |
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