-8.1%
PATH vs SOUN
-73.5%
+65.4%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.5% | +3.4% | +1.3% |
| 7D | -5.3% | -2.6% | -2.7% | -4.3% |
| 30D | -0.5% | -27.0% | +26.5% | +12.2% |
| 3M | -7.1% | -41.9% | +34.8% | +14.3% |
| 6M | +23.8% | -56.1% | +79.9% | +69.2% |
| YTD | -20.7% | -58.8% | +38.1% | +11.0% |
| 1Y | -8.1% | -71.1% | +63.1% | +76.4% |
| All | -8.1% | -73.5% | +65.4% | +76.4% |
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 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