+60.7%
SE vs SOUN
+118.4%
-57.7%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.7% | -3.7% |
| 7D | -7.7% | -9.5% | +1.8% | -7.0% |
| 30D | -22.8% | -21.3% | -1.5% | -21.4% |
| 3M | -43.7% | -47.2% | +3.5% | -40.9% |
| 6M | -12.8% | -53.7% | +40.9% | -7.9% |
| YTD | -42.0% | -60.8% | +18.8% | -38.4% |
| 1Y | -48.0% | -70.9% | +22.9% | -43.8% |
| All | +60.7% | +118.4% | -57.7% | +52.1% |
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 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