-31.2%
PATH vs SOUN
-52.9%
+21.7%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | +0.3% |
| 7D | -5.3% | -2.6% | -2.7% | -5.0% |
| 30D | -0.5% | -27.0% | +26.5% | +3.1% |
| 3M | -7.1% | -41.9% | +34.8% | -1.2% |
| 6M | +23.8% | -56.1% | +79.9% | +35.7% |
| YTD | -20.7% | -58.8% | +38.1% | -13.1% |
| 1Y | -8.1% | -71.1% | +63.1% | +4.6% |
| 3Y | -21.8% | +130.9% | -152.7% | -33.4% |
| All | -31.2% | -52.9% | +21.7% | -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