+135.5%
SHOP vs SOUN
+101.1%
+34.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.9% | +6.3% | -0.3% |
| 7D | +2.1% | -15.5% | +17.6% | +5.0% |
| 30D | -16.8% | -26.2% | +9.4% | -12.4% |
| 3M | -2.4% | -51.4% | +48.9% | +10.2% |
| 6M | +47.0% | -55.3% | +102.4% | +67.4% |
| YTD | -8.8% | -63.9% | +55.1% | +6.4% |
| 1Y | -6.3% | -72.8% | +66.5% | +13.9% |
| All | +135.5% | +101.1% | +34.3% | +107.6% |
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