-30.4%
PATH vs SOUN
-55.2%
+24.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.4% | +2.3% |
| 7D | -2.7% | -9.5% | +6.8% | -1.6% |
| 30D | -1.4% | -21.3% | +20.0% | +1.4% |
| 3M | -16.4% | -47.2% | +30.8% | -10.0% |
| 6M | +23.3% | -53.7% | +77.0% | +34.3% |
| YTD | -19.8% | -60.8% | +41.0% | -11.6% |
| 1Y | -8.6% | -70.9% | +62.3% | +4.1% |
| 3Y | -24.0% | +118.4% | -142.5% | -34.9% |
| All | -30.4% | -55.2% | +24.7% | -42.4% |
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 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