+58.0%
RSP vs SOUN
-55.2%
+113.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.8% |
| 7D | -0.3% | -9.5% | +9.2% | 0.0% |
| 30D | +4.4% | -21.3% | +25.8% | +5.2% |
| 3M | +1.3% | -47.2% | +48.5% | +3.2% |
| 6M | +10.0% | -53.7% | +63.7% | +12.3% |
| YTD | +17.6% | -60.8% | +78.4% | +20.3% |
| 1Y | +19.2% | -70.9% | +90.1% | +23.0% |
| 3Y | +66.0% | +118.4% | -52.4% | +59.0% |
| All | +58.0% | -55.2% | +113.2% | +51.3% |
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 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