+109.6%
SHEL vs SOUN
-28.2%
+137.8%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.2% | +0.8% |
| 7D | +4.1% | -7.1% | +11.2% | +4.2% |
| 30D | +8.4% | -15.4% | +23.8% | +8.5% |
| 3M | +13.7% | -10.6% | +24.3% | +13.8% |
| 6M | +12.7% | -19.6% | +32.3% | +12.8% |
| YTD | +35.3% | -37.2% | +72.5% | +35.7% |
| 1Y | +39.4% | -57.1% | +96.4% | +40.3% |
| 3Y | +71.5% | +178.2% | -106.8% | +67.1% |
| All | +109.6% | -28.2% | +137.8% | +106.0% |
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