-37.6%
SMCI vs SOUN
-73.4%
+35.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +4.9% | -10.6% | -8.2% |
| 7D | -17.3% | -2.7% | -14.6% | -16.2% |
| 30D | -31.5% | -26.5% | -4.9% | -20.1% |
| 3M | -6.6% | -33.6% | +27.0% | +12.9% |
| 6M | +6.0% | -54.4% | +60.4% | +52.9% |
| YTD | +1.1% | -56.7% | +57.8% | +43.5% |
| 1Y | -37.6% | -71.4% | +33.9% | +5.5% |
| All | -37.6% | -73.4% | +35.8% | +5.5% |
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 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