+28.8%
ON vs SOUN
-28.0%
+56.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.1% | +1.9% | -0.9% |
| 7D | -4.7% | -6.8% | +2.1% | -4.2% |
| 30D | -13.5% | -15.2% | +1.8% | -12.4% |
| 3M | -36.3% | -7.0% | -29.3% | -36.0% |
| 6M | +17.8% | -20.5% | +38.3% | +19.1% |
| YTD | +29.6% | -37.0% | +66.6% | +32.9% |
| 1Y | +45.8% | -55.3% | +101.1% | +52.7% |
| 3Y | -28.3% | +173.0% | -201.4% | -34.5% |
| All | +28.8% | -28.0% | +56.8% | +16.4% |
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