+122.9%
RTX vs SOUN
-60.0%
+182.8%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.2% |
| 7D | +4.8% | -15.1% | +19.9% | +5.1% |
| 30D | +6.5% | -23.0% | +29.5% | +7.0% |
| 3M | -9.6% | -53.3% | +43.7% | -8.4% |
| 6M | +12.3% | -58.6% | +70.9% | +14.0% |
| YTD | +9.5% | -65.0% | +74.4% | +11.2% |
| 1Y | +15.8% | -71.4% | +87.3% | +18.1% |
| 3Y | +157.0% | +75.4% | +81.6% | +148.9% |
| All | +122.9% | -60.0% | +182.8% | +116.1% |
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