+56.7%
SNOW vs SOUN
-60.0%
+116.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.1% | +0.5% | -2.3% |
| 7D | +5.5% | -15.1% | +20.6% | +7.1% |
| 30D | -13.2% | -23.0% | +9.8% | -11.0% |
| 3M | -13.7% | -53.3% | +39.6% | -7.3% |
| 6M | +91.0% | -58.6% | +149.5% | +107.3% |
| YTD | +32.7% | -65.0% | +97.7% | +45.3% |
| 1Y | +13.3% | -71.4% | +84.7% | +25.9% |
| 3Y | +83.4% | +75.4% | +8.0% | +64.9% |
| All | +56.7% | -60.0% | +116.7% | +37.1% |
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 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