+2,538.2%
MUU vs SOUN
+41.9%
+2,496.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -1.8% |
| 7D | +13.9% | -4.1% | +18.0% | +16.1% |
| 30D | +24.8% | -18.1% | +42.9% | +36.4% |
| 3M | -15.7% | -12.3% | -3.5% | -9.3% |
| 6M | +338.9% | -18.6% | +357.5% | +373.8% |
| YTD | +563.2% | -34.1% | +597.3% | +680.0% |
| 1Y | +2,577.5% | -57.0% | +2,634.5% | +3,645.4% |
| All | +2,538.2% | +41.9% | +2,496.3% | +2,342.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling