+871.5%
MU vs SOUN
+122.4%
+749.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.3% | -0.4% |
| 7D | -15.2% | -6.1% | -9.1% | -14.4% |
| 30D | -29.5% | -28.2% | -1.3% | -25.8% |
| 3M | -15.8% | -48.1% | +32.4% | -6.9% |
| 6M | -2.9% | -56.4% | +53.5% | +9.9% |
| YTD | +154.2% | -61.2% | +215.4% | +188.4% |
| 1Y | +186.6% | -73.1% | +259.7% | +241.6% |
| 3Y | +871.5% | +116.2% | +755.3% | +836.9% |
| All | +871.5% | +122.4% | +749.1% | +836.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling