+2,683.6%
MUU vs SOUN
+40.0%
+2,643.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +6.1% |
| 7D | +15.0% | -4.4% | +19.5% | +17.4% |
| 30D | +36.8% | -13.1% | +49.9% | +45.5% |
| 3M | -8.5% | -7.7% | -0.8% | -3.5% |
| 6M | +320.7% | -21.2% | +341.9% | +360.4% |
| YTD | +599.7% | -35.0% | +634.7% | +727.9% |
| 1Y | +2,569.2% | -56.4% | +2,625.5% | +3,612.7% |
| All | +2,683.6% | +40.0% | +2,643.6% | +2,492.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling