+1,843.7%
MUU vs SOUN
-55.4%
+1,899.1%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | -8.2% | -7.1% | -1.1% | -4.0% |
| 30D | +10.2% | -15.4% | +25.6% | +21.2% |
| 3M | -26.5% | -10.6% | -15.9% | -21.1% |
| 6M | +227.2% | -19.6% | +246.9% | +256.7% |
| YTD | +527.4% | -37.2% | +564.6% | +699.2% |
| 1Y | +1,843.7% | -57.1% | +1,900.7% | +3,002.1% |
| All | +1,843.7% | -55.4% | +1,899.1% | +3,002.1% |
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