-2.6%
O vs SOUN
-56.7%
+54.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.9% | +7.4% | -1.1% |
| 7D | -0.4% | -15.5% | +15.1% | -1.5% |
| 30D | +8.3% | -26.2% | +34.5% | +5.9% |
| 3M | -4.0% | -51.4% | +47.4% | -9.4% |
| 6M | -2.6% | -55.3% | +52.7% | -9.2% |
| All | -2.6% | -56.7% | +54.0% | -9.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling