-8.9%
SMR vs SOUN
-28.2%
+19.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -0.3% | -15.4% | -15.6% |
| 7D | -11.2% | -7.1% | -4.1% | -10.1% |
| 30D | -10.2% | -15.4% | +5.2% | -7.6% |
| 3M | -10.0% | -10.6% | +0.5% | -8.1% |
| 6M | -30.5% | -19.6% | -10.8% | -27.7% |
| YTD | -39.2% | -37.2% | -2.0% | -34.0% |
| 1Y | -75.5% | -57.1% | -18.5% | -71.7% |
| 3Y | +45.4% | +178.2% | -132.8% | +35.3% |
| All | -8.9% | -28.2% | +19.3% | -16.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling