+117.0%
SLV vs SOUN
-55.6%
+172.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.4% | +1.0% | -3.3% |
| 7D | +3.7% | -6.1% | +9.7% | +3.9% |
| 30D | -15.2% | -28.2% | +13.0% | -14.3% |
| 3M | -21.8% | -48.1% | +26.4% | -20.3% |
| 6M | -36.3% | -56.4% | +20.1% | -35.0% |
| YTD | -27.8% | -61.2% | +33.3% | -26.4% |
| 1Y | +1.5% | -73.1% | +74.7% | +4.1% |
| 3Y | +128.5% | +116.2% | +12.3% | +129.0% |
| All | +117.0% | -55.6% | +172.6% | +118.2% |
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 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