+45.3%
SO vs SOUN
+177.2%
-131.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.5% | +3.5% | +1.0% |
| 7D | +1.0% | -4.1% | +5.1% | +1.0% |
| 30D | -3.2% | -18.1% | +14.9% | -3.5% |
| 3M | -1.7% | -12.3% | +10.6% | -1.8% |
| 6M | -7.2% | -18.6% | +11.4% | -7.3% |
| YTD | +4.6% | -34.1% | +38.7% | +4.3% |
| 1Y | +1.2% | -57.0% | +58.2% | +0.5% |
| 3Y | +45.3% | +185.7% | -140.4% | +42.7% |
| All | +45.3% | +177.2% | -131.9% | +42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling