-31.1%
PATH vs SOUN
-51.1%
+20.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.4% | -2.3% | -3.5% |
| 7D | -5.6% | -2.3% | -3.3% | -5.3% |
| 30D | -0.7% | -25.5% | +24.8% | +2.7% |
| 3M | -5.9% | -33.7% | +27.9% | -1.3% |
| 6M | +21.6% | -53.4% | +75.0% | +32.3% |
| YTD | -20.6% | -57.3% | +36.6% | -13.4% |
| 1Y | -10.6% | -72.9% | +62.3% | +2.3% |
| 3Y | -24.9% | +131.5% | -156.4% | -36.1% |
| All | -31.1% | -51.1% | +20.0% | -43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling