-28.5%
PATH vs SOUN
-50.5%
+22.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.9% | -2.0% | +2.3% |
| 7D | -4.8% | -2.7% | -2.1% | -4.5% |
| 30D | +2.7% | -26.5% | +29.2% | +6.3% |
| 3M | -4.2% | -33.6% | +29.5% | +0.4% |
| 6M | +24.7% | -54.4% | +79.1% | +36.1% |
| YTD | -17.6% | -56.7% | +39.1% | -10.2% |
| 1Y | -5.3% | -71.4% | +66.1% | +7.7% |
| 3Y | -22.0% | +134.8% | -156.8% | -33.8% |
| All | -28.5% | -50.5% | +22.0% | -41.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling