+168.4%
SLV vs SOUN
-28.0%
+196.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.1% | -2.2% | -5.2% |
| 7D | -5.0% | -6.8% | +1.8% | -4.9% |
| 30D | -1.8% | -15.2% | +13.5% | -1.4% |
| 3M | -0.3% | -7.0% | +6.7% | -0.1% |
| 6M | -28.2% | -20.5% | -7.7% | -27.9% |
| YTD | -10.7% | -37.0% | +26.3% | -10.1% |
| 1Y | +53.7% | -55.3% | +109.0% | +55.4% |
| 3Y | +173.7% | +173.0% | +0.6% | +170.5% |
| All | +168.4% | -28.0% | +196.4% | +166.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling