+186.0%
SHOP vs SOUN
-25.7%
+211.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.4% | -4.1% | -5.3% |
| 7D | -10.6% | -4.4% | -6.2% | -10.1% |
| 30D | -18.3% | -13.1% | -5.2% | -16.8% |
| 3M | +14.8% | -7.7% | +22.5% | +15.6% |
| 6M | -5.0% | -21.2% | +16.1% | -2.7% |
| YTD | -21.2% | -35.0% | +13.8% | -17.8% |
| 1Y | -11.6% | -56.4% | +44.8% | -3.8% |
| 3Y | +101.2% | +181.7% | -80.5% | +65.3% |
| All | +186.0% | -25.7% | +211.7% | +129.3% |
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 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