+54.8%
RSP vs SOUN
-22.7%
+77.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.8% | -5.2% | +4.4% | -0.6% |
| 30D | -0.3% | +4.8% | -5.2% | -0.5% |
| 3M | +4.3% | -15.9% | +20.1% | +4.7% |
| 6M | +8.8% | -17.4% | +26.2% | +9.0% |
| YTD | +15.3% | -32.4% | +47.7% | +16.0% |
| 1Y | +18.3% | -49.3% | +67.6% | +19.8% |
| 3Y | +52.8% | +167.5% | -114.7% | +44.7% |
| All | +54.8% | -22.7% | +77.5% | +45.9% |
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