+39.8%
ON vs SOUN
-28.2%
+68.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.3% | +8.8% | +8.5% |
| 7D | +2.4% | -7.1% | +9.5% | +3.0% |
| 30D | -8.6% | -15.4% | +6.8% | -7.5% |
| 3M | -34.3% | -10.6% | -23.8% | -33.8% |
| 6M | +28.5% | -19.6% | +48.2% | +29.9% |
| YTD | +40.6% | -37.2% | +77.8% | +44.2% |
| 1Y | +55.3% | -57.1% | +112.4% | +63.1% |
| 3Y | -22.2% | +178.2% | -200.4% | -29.0% |
| All | +39.8% | -28.2% | +68.0% | +26.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling