+29.9%
SHW vs SOUN
-60.0%
+89.9%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.1% | +2.9% | -0.1% |
| 7D | +1.9% | -15.1% | +17.0% | +2.4% |
| 30D | +8.1% | -23.0% | +31.0% | +8.8% |
| 3M | -2.8% | -53.3% | +50.6% | -0.7% |
| 6M | +15.0% | -58.6% | +73.6% | +17.7% |
| YTD | +9.0% | -65.0% | +74.0% | +11.7% |
| 1Y | +4.5% | -71.4% | +75.9% | +7.6% |
| 3Y | +41.9% | +75.4% | -33.5% | +35.9% |
| All | +29.9% | -60.0% | +89.9% | +23.1% |
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