+1,379.8%
MU vs SOUN
-22.7%
+1,402.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | 0.0% | +6.1% | +6.1% |
| 7D | +9.0% | -5.2% | +14.2% | +9.5% |
| 30D | +13.8% | +4.8% | +9.0% | +13.1% |
| 3M | +2.1% | -15.9% | +17.9% | +3.6% |
| 6M | +153.8% | -17.4% | +171.2% | +156.4% |
| YTD | +256.4% | -32.4% | +288.8% | +265.0% |
| 1Y | +719.8% | -49.3% | +769.0% | +756.1% |
| 3Y | +1,360.4% | +167.5% | +1,192.9% | +1,252.8% |
| All | +1,379.8% | -22.7% | +1,402.5% | +1,257.6% |
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