+231.1%
SHOP vs SOUN
-58.7%
+289.8%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.9% | +6.3% | -0.7% |
| 7D | +2.1% | -15.5% | +17.6% | +4.2% |
| 30D | -16.8% | -26.2% | +9.4% | -13.7% |
| 3M | -2.4% | -51.4% | +48.9% | +6.6% |
| 6M | +47.0% | -55.3% | +102.4% | +61.7% |
| YTD | -8.8% | -63.9% | +55.1% | +2.3% |
| 1Y | -6.3% | -72.8% | +66.5% | +8.5% |
| 3Y | +139.3% | +101.1% | +38.2% | +107.3% |
| All | +231.1% | -58.7% | +289.8% | +185.2% |
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