+43.4%
SMH vs SOUN
-73.4%
+116.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.9% | -7.6% | -3.9% |
| 7D | -11.2% | -2.7% | -8.5% | -10.6% |
| 30D | -20.4% | -26.5% | +6.1% | -14.5% |
| 3M | -12.4% | -33.6% | +21.2% | -4.2% |
| 6M | -0.5% | -54.4% | +53.9% | +16.3% |
| YTD | +40.0% | -56.7% | +96.7% | +63.6% |
| 1Y | +43.4% | -71.4% | +114.8% | +90.7% |
| All | +43.4% | -73.4% | +116.8% | +90.7% |
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