+1,341.2%
MU vs SOUN
+177.2%
+1,164.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.9% | -1.2% |
| 7D | +7.2% | -4.1% | +11.2% | +7.8% |
| 30D | +14.0% | -18.1% | +32.1% | +17.4% |
| 3M | +5.4% | -12.3% | +17.7% | +7.3% |
| 6M | +170.3% | -18.6% | +188.9% | +175.2% |
| YTD | +250.7% | -34.1% | +284.8% | +266.5% |
| 1Y | +662.1% | -57.0% | +719.1% | +740.0% |
| 3Y | +1,341.2% | +185.7% | +1,155.6% | +1,169.0% |
| All | +1,341.2% | +177.2% | +1,164.0% | +1,169.0% |
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 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