+2,981.5%
MUU vs SOUN
-47.0%
+3,028.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | 0.0% | +11.6% | +11.6% |
| 7D | +17.4% | -5.2% | +22.6% | +21.1% |
| 30D | +24.0% | +4.8% | +19.1% | +17.8% |
| 3M | -23.9% | -15.9% | -8.0% | -15.9% |
| 6M | +284.4% | -17.4% | +301.8% | +311.0% |
| YTD | +583.7% | -32.4% | +616.1% | +729.5% |
| 1Y | +2,981.5% | -49.3% | +3,030.8% | +4,725.5% |
| All | +2,981.5% | -47.0% | +3,028.5% | +4,725.5% |
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