+2.6%
SMR vs SOUN
-22.7%
+25.4%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +4.4% | -5.2% | +9.6% | +5.4% |
| 30D | +3.4% | +4.8% | -1.4% | +2.5% |
| 3M | -19.2% | -15.9% | -3.3% | -16.4% |
| 6M | -22.6% | -17.4% | -5.2% | -20.0% |
| YTD | -31.5% | -32.4% | +0.9% | -26.6% |
| 1Y | -73.1% | -49.3% | -23.8% | -69.6% |
| 3Y | +55.0% | +167.5% | -112.5% | +42.8% |
| All | +2.6% | -22.7% | +25.4% | -6.6% |
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