+833.0%
SMCI vs SOUN
-28.2%
+861.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.3% | +7.6% | +7.3% |
| 7D | +1.3% | -7.1% | +8.4% | +2.3% |
| 30D | +6.6% | -15.4% | +22.0% | +9.1% |
| 3M | +25.4% | -10.6% | +36.0% | +27.2% |
| 6M | +26.1% | -19.6% | +45.8% | +29.9% |
| YTD | +37.0% | -37.2% | +74.2% | +45.1% |
| 1Y | -8.8% | -57.1% | +48.3% | +0.8% |
| 3Y | +44.6% | +178.2% | -133.6% | +25.0% |
| All | +833.0% | -28.2% | +861.2% | +701.2% |
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 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