-2.7%
SMCI vs SOUN
-47.0%
+44.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +6.8% | -5.2% | +12.0% | +9.3% |
| 30D | +30.6% | +4.8% | +25.8% | +26.6% |
| 3M | -15.6% | -15.9% | +0.3% | -9.4% |
| 6M | +21.3% | -17.4% | +38.7% | +28.0% |
| YTD | +35.3% | -32.4% | +67.7% | +50.9% |
| 1Y | -2.7% | -49.3% | +46.6% | +32.2% |
| All | -2.7% | -47.0% | +44.3% | +32.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling