+77.5%
SNOW vs SOUN
-28.0%
+105.5%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.1% | +2.6% | -0.2% |
| 7D | -7.5% | -6.8% | -0.7% | -6.9% |
| 30D | -1.3% | -15.2% | +13.9% | +0.2% |
| 3M | +37.4% | -7.0% | +44.4% | +38.0% |
| 6M | +88.1% | -20.5% | +108.6% | +91.3% |
| YTD | +50.3% | -37.0% | +87.3% | +55.7% |
| 1Y | +46.0% | -55.3% | +101.3% | +54.8% |
| 3Y | +98.7% | +173.0% | -74.4% | +70.3% |
| All | +77.5% | -28.0% | +105.5% | +47.0% |
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