+31.6%
SNPS vs SOUN
-28.2%
+59.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | +0.9% | -7.1% | +8.0% | +1.3% |
| 30D | -3.6% | -15.4% | +11.8% | -2.7% |
| 3M | -12.9% | -10.6% | -2.3% | -12.5% |
| 6M | -8.2% | -19.6% | +11.4% | -7.6% |
| YTD | -15.4% | -37.2% | +21.8% | -13.9% |
| 1Y | -9.3% | -57.1% | +47.8% | -6.3% |
| 3Y | -14.0% | +178.2% | -192.2% | -18.3% |
| All | +31.6% | -28.2% | +59.9% | +25.2% |
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