+504.3%
MUU vs SOUN
-73.4%
+577.7%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +4.9% | -18.9% | -17.0% |
| 7D | -35.9% | -2.7% | -33.2% | -34.7% |
| 30D | -47.1% | -26.5% | -20.6% | -35.8% |
| 3M | -29.8% | -33.6% | +3.8% | -11.9% |
| 6M | +16.0% | -54.4% | +70.4% | +75.1% |
| YTD | +286.1% | -56.7% | +342.8% | +554.9% |
| 1Y | +504.3% | -71.4% | +575.8% | +1,391.1% |
| All | +504.3% | -73.4% | +577.7% | +1,391.1% |
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