+56.5%
SAP vs SOUN
+177.2%
-120.7%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.5% | +0.8% | -1.5% |
| 7D | -0.3% | -4.1% | +3.8% | 0.0% |
| 30D | +2.6% | -18.1% | +20.7% | +4.0% |
| 3M | +16.3% | -12.3% | +28.5% | +17.0% |
| 6M | +6.4% | -18.6% | +25.0% | +7.2% |
| YTD | -11.4% | -34.1% | +22.7% | -9.7% |
| 1Y | -20.4% | -57.0% | +36.6% | -17.0% |
| 3Y | +56.5% | +185.7% | -129.1% | +39.5% |
| All | +56.5% | +177.2% | -120.7% | +39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling