-11.0%
SHOP vs SOUN
-58.4%
+47.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +2.9% | +1.0% |
| 7D | -13.2% | -6.8% | -6.4% | -10.9% |
| 30D | -17.0% | -15.2% | -1.8% | -12.0% |
| 3M | +17.0% | -7.0% | +24.0% | +18.3% |
| 6M | -2.1% | -20.5% | +18.4% | +3.7% |
| YTD | -21.4% | -37.0% | +15.7% | -11.7% |
| 1Y | -11.0% | -55.3% | +44.3% | +12.3% |
| All | -11.0% | -58.4% | +47.4% | +12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling