+2,423.9%
MUU vs SOUN
+35.6%
+2,388.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.1% | -6.2% | -7.9% |
| 7D | +3.6% | -6.8% | +10.4% | +7.1% |
| 30D | +22.3% | -15.2% | +37.6% | +31.8% |
| 3M | -8.2% | -7.0% | -1.2% | -3.4% |
| 6M | +256.3% | -20.5% | +276.8% | +289.9% |
| YTD | +534.4% | -37.0% | +571.4% | +662.5% |
| 1Y | +2,163.5% | -55.3% | +2,218.8% | +3,030.7% |
| All | +2,423.9% | +35.6% | +2,388.2% | +2,287.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling