+7.0%
SHW vs SOUN
-73.4%
+80.4%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +4.9% | +1.8% | +6.4% |
| 7D | +13.3% | -2.7% | +16.0% | +13.4% |
| 30D | +14.1% | -26.5% | +40.7% | +15.7% |
| 3M | +0.8% | -33.6% | +34.4% | +2.7% |
| 6M | +17.6% | -54.4% | +72.0% | +21.6% |
| YTD | +13.0% | -56.7% | +69.7% | +18.0% |
| 1Y | +7.0% | -71.4% | +78.4% | +14.5% |
| All | +7.0% | -73.4% | +80.4% | +14.5% |
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