-31.3%
PATH vs SOUN
-53.6%
+22.3%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.5% | +1.3% | 0.0% |
| 7D | -2.7% | -1.0% | -1.7% | -2.6% |
| 30D | -3.7% | -24.9% | +21.2% | -0.5% |
| 3M | -13.8% | -49.5% | +35.7% | -6.7% |
| 6M | +20.3% | -54.4% | +74.7% | +31.3% |
| YTD | -20.8% | -59.4% | +38.6% | -13.1% |
| 1Y | -9.2% | -71.4% | +62.1% | +3.4% |
| 3Y | -21.8% | +134.1% | -155.9% | -33.4% |
| All | -31.3% | -53.6% | +22.3% | -43.3% |
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