-27.5%
ON vs SOUN
+181.7%
-209.2%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.2% | 0.0% |
| 7D | -1.9% | -4.4% | +2.5% | -1.3% |
| 30D | -11.0% | -13.1% | +2.1% | -9.4% |
| 3M | -39.3% | -7.7% | -31.6% | -38.8% |
| 6M | +19.8% | -21.2% | +41.0% | +22.0% |
| YTD | +31.1% | -35.0% | +66.1% | +36.1% |
| 1Y | +46.0% | -56.4% | +102.4% | +58.3% |
| All | -27.5% | +181.7% | -209.2% | -41.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling