-5.3%
PATH vs SOUN
-73.4%
+68.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.9% | -2.0% | +1.0% |
| 7D | -4.8% | -2.7% | -2.1% | -3.8% |
| 30D | +2.7% | -26.5% | +29.2% | +15.5% |
| 3M | -4.2% | -33.6% | +29.5% | +11.6% |
| 6M | +24.7% | -54.4% | +79.1% | +67.6% |
| YTD | -17.6% | -56.7% | +39.1% | +12.7% |
| 1Y | -5.3% | -71.4% | +66.1% | +61.0% |
| All | -5.3% | -73.4% | +68.1% | +61.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling