+96.9%
PSX vs SOUN
-73.4%
+170.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.9% | -9.4% | -4.2% |
| 7D | -5.2% | -2.7% | -2.5% | -5.3% |
| 30D | -3.7% | -26.5% | +22.8% | -5.2% |
| 3M | +26.8% | -33.6% | +60.4% | +24.1% |
| 6M | +47.3% | -54.4% | +101.7% | +41.8% |
| YTD | +105.4% | -56.7% | +162.1% | +100.7% |
| 1Y | +96.9% | -71.4% | +168.4% | +91.4% |
| All | +96.9% | -73.4% | +170.3% | +91.4% |
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