-11.5%
SHW vs SOUN
-55.4%
+44.0%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.2% | +1.9% |
| 7D | -3.1% | -7.1% | +4.0% | -2.9% |
| 30D | -10.0% | -15.4% | +5.4% | -9.5% |
| 3M | +2.3% | -10.6% | +12.8% | +2.6% |
| 6M | +0.7% | -19.6% | +20.3% | +0.6% |
| YTD | +0.5% | -37.2% | +37.7% | +1.4% |
| 1Y | -11.5% | -57.1% | +45.6% | -12.9% |
| All | -11.5% | -55.4% | +44.0% | -12.9% |
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