+53.3%
SNPS vs SOUN
-58.7%
+112.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -7.9% | +8.1% | +0.6% |
| 7D | +5.1% | -15.5% | +20.6% | +6.0% |
| 30D | -6.4% | -26.2% | +19.8% | -4.9% |
| 3M | +12.2% | -51.4% | +63.6% | +16.6% |
| 6M | -9.8% | -55.3% | +45.5% | -6.2% |
| YTD | -1.5% | -63.9% | +62.4% | +3.2% |
| 1Y | +16.0% | -72.8% | +88.8% | +23.0% |
| 3Y | -10.8% | +101.1% | -111.9% | -13.2% |
| All | +53.3% | -58.7% | +112.0% | +50.0% |
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