+65.2%
SCHW vs SOUN
-28.2%
+93.4%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -1.9% | -7.1% | +5.3% | -1.5% |
| 30D | -1.6% | -15.4% | +13.8% | -0.8% |
| 3M | +21.3% | -10.6% | +31.8% | +21.6% |
| 6M | +16.5% | -19.6% | +36.1% | +17.0% |
| YTD | +8.4% | -37.2% | +45.6% | +10.0% |
| 1Y | +15.6% | -57.1% | +72.7% | +19.1% |
| 3Y | +86.8% | +178.2% | -91.4% | +67.0% |
| All | +65.2% | -28.2% | +93.4% | +47.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling