+2,396.1%
MUU vs SOUN
+35.2%
+2,360.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | -8.2% | -7.1% | -1.1% | -5.0% |
| 30D | +10.2% | -15.4% | +25.6% | +18.8% |
| 3M | -26.5% | -10.6% | -15.9% | -21.5% |
| 6M | +227.2% | -19.6% | +246.9% | +256.5% |
| YTD | +527.4% | -37.2% | +564.6% | +655.2% |
| 1Y | +1,843.7% | -57.1% | +1,900.7% | +2,630.7% |
| All | +2,396.1% | +35.2% | +2,360.9% | +2,264.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling