+44.6%
SMCI vs SOUN
+172.2%
-127.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.4% |
| 7D | +1.3% | -7.1% | +8.4% | +3.1% |
| 30D | +6.6% | -15.4% | +22.0% | +11.1% |
| 3M | +25.4% | -10.6% | +36.0% | +28.5% |
| 6M | +26.1% | -19.6% | +45.8% | +32.4% |
| YTD | +37.0% | -37.2% | +74.2% | +51.2% |
| 1Y | -8.8% | -57.1% | +48.3% | +8.4% |
| 3Y | +44.6% | +178.2% | -133.6% | -3.1% |
| All | +44.6% | +172.2% | -127.6% | -3.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling