+179.3%
SLV vs SOUN
-22.7%
+202.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.3% | -5.2% | +4.9% | -0.2% |
| 30D | +6.7% | +4.8% | +1.9% | +6.5% |
| 3M | -10.7% | -15.9% | +5.2% | -10.4% |
| 6M | -20.6% | -17.4% | -3.2% | -20.4% |
| YTD | -7.1% | -32.4% | +25.3% | -6.7% |
| 1Y | +62.0% | -49.3% | +111.3% | +63.3% |
| 3Y | +169.8% | +167.5% | +2.4% | +166.1% |
| All | +179.3% | -22.7% | +202.0% | +176.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling