+35.3%
ON vs SOUN
-58.7%
+94.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.9% | +8.1% | +0.8% |
| 7D | +17.0% | -15.5% | +32.5% | +18.5% |
| 30D | -3.9% | -26.2% | +22.4% | -1.6% |
| 3M | -11.5% | -51.4% | +39.8% | -6.6% |
| 6M | -29.2% | -55.3% | +26.2% | -24.9% |
| YTD | +36.2% | -63.9% | +100.1% | +45.5% |
| 1Y | +49.6% | -72.8% | +122.5% | +62.9% |
| 3Y | +9.4% | +101.1% | -91.7% | +3.5% |
| All | +35.3% | -58.7% | +94.0% | +27.5% |
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