+106.5%
SHEL vs SOUN
-24.7%
+131.1%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.5% | +5.1% | +2.6% |
| 7D | +1.9% | -4.1% | +6.0% | +2.0% |
| 30D | +8.7% | -18.1% | +26.7% | +8.9% |
| 3M | +11.0% | -12.3% | +23.3% | +11.1% |
| 6M | +14.6% | -18.6% | +33.1% | +14.6% |
| YTD | +33.3% | -34.1% | +67.4% | +33.6% |
| 1Y | +37.9% | -57.0% | +94.9% | +38.8% |
| 3Y | +69.7% | +185.7% | -115.9% | +65.4% |
| All | +106.5% | -24.7% | +131.1% | +102.9% |
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