+30.3%
SNPS vs SOUN
-25.7%
+56.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.7% | +0.4% |
| 7D | -5.5% | -4.4% | -1.0% | -5.2% |
| 30D | -4.5% | -13.1% | +8.7% | -3.7% |
| 3M | -15.5% | -7.7% | -7.8% | -15.2% |
| 6M | -10.1% | -21.2% | +11.1% | -9.4% |
| YTD | -16.3% | -35.0% | +18.7% | -15.0% |
| 1Y | -34.9% | -56.4% | +21.4% | -32.8% |
| 3Y | -14.4% | +181.7% | -196.1% | -18.8% |
| All | +30.3% | -25.7% | +56.0% | +23.6% |
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 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