+769.7%
SMCI vs SOUN
-28.0%
+797.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.1% | -0.9% | -3.6% |
| 7D | -1.3% | -6.8% | +5.5% | -0.3% |
| 30D | +18.3% | -15.2% | +33.5% | +21.0% |
| 3M | +27.7% | -7.0% | +34.7% | +28.9% |
| 6M | +17.6% | -20.5% | +38.1% | +21.2% |
| YTD | +27.7% | -37.0% | +64.7% | +35.2% |
| 1Y | -14.9% | -55.3% | +40.4% | -6.4% |
| 3Y | +33.2% | +173.0% | -139.9% | +15.2% |
| All | +769.7% | -28.0% | +797.7% | +646.6% |
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