+4.4%
O vs SOUN
-25.7%
+30.1%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -1.5% |
| 7D | -2.3% | -4.4% | +2.2% | -2.2% |
| 30D | -2.4% | -13.1% | +10.7% | -2.3% |
| 3M | -0.6% | -7.7% | +7.1% | -0.6% |
| 6M | -5.0% | -21.2% | +16.2% | -4.9% |
| YTD | +10.4% | -35.0% | +45.4% | +10.6% |
| 1Y | +6.6% | -56.4% | +62.9% | +7.2% |
| 3Y | +28.4% | +181.7% | -153.3% | +24.5% |
| All | +4.4% | -25.7% | +30.1% | +1.0% |
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 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