+88.9%
SMR vs SOUN
+185.7%
-96.8%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | -2.5% | +17.8% | +16.1% |
| 7D | +21.4% | -4.1% | +25.5% | +23.0% |
| 30D | +13.8% | -18.1% | +31.9% | +21.9% |
| 3M | +3.9% | -12.3% | +16.2% | +8.9% |
| 6M | -4.2% | -18.6% | +14.4% | +2.2% |
| YTD | -21.1% | -34.1% | +13.0% | -9.1% |
| 1Y | -67.1% | -57.0% | -10.0% | -56.4% |
| All | +88.9% | +185.7% | -96.8% | +10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling