+236.9%
MU vs SOUN
-72.7%
+309.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.0% | +10.9% | +11.6% |
| 7D | +2.0% | -9.5% | +11.5% | +5.2% |
| 30D | -18.0% | -21.3% | +3.4% | -11.8% |
| 3M | -6.6% | -47.2% | +40.7% | +12.6% |
| 6M | +2.0% | -53.7% | +55.8% | +24.2% |
| YTD | +184.5% | -60.8% | +245.2% | +269.8% |
| 1Y | +236.9% | -70.9% | +307.8% | +369.0% |
| All | +236.9% | -72.7% | +309.5% | +369.0% |
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