+384.7%
SMH vs SOUN
-28.2%
+412.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +0.3% | -7.1% | +7.4% | +0.8% |
| 30D | -2.8% | -15.4% | +12.6% | -1.7% |
| 3M | -6.7% | -10.6% | +3.9% | -6.1% |
| 6M | +41.8% | -19.6% | +61.4% | +43.1% |
| YTD | +57.9% | -37.2% | +95.1% | +61.5% |
| 1Y | +87.6% | -57.1% | +144.7% | +96.0% |
| 3Y | +282.9% | +178.2% | +104.7% | +254.5% |
| All | +384.7% | -28.2% | +412.9% | +347.5% |
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 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