+0.5%
SHOP vs SOUN
-73.1%
+73.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +1.3% |
| 7D | -1.2% | -15.1% | +13.9% | +4.7% |
| 30D | -14.7% | -23.0% | +8.2% | -6.4% |
| 3M | -7.2% | -53.3% | +46.1% | +21.6% |
| 6M | +54.2% | -58.6% | +112.7% | +109.7% |
| YTD | -8.6% | -65.0% | +56.4% | +24.7% |
| 1Y | +0.5% | -71.4% | +72.0% | +48.5% |
| All | +0.5% | -73.1% | +73.7% | +48.5% |
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