+177.2%
SLV vs SOUN
-24.7%
+201.8%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.8% | -0.7% |
| 7D | +2.5% | -4.1% | +6.6% | +2.6% |
| 30D | +3.3% | -18.1% | +21.3% | +3.8% |
| 3M | -3.6% | -12.3% | +8.7% | -3.3% |
| 6M | -21.8% | -18.6% | -3.2% | -21.6% |
| YTD | -7.8% | -34.1% | +26.3% | -7.3% |
| 1Y | +58.3% | -57.0% | +115.3% | +59.9% |
| 3Y | +182.6% | +185.7% | -3.1% | +178.9% |
| All | +177.2% | -24.7% | +201.8% | +174.6% |
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