+37.1%
SO vs SOUN
-22.7%
+59.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -0.2% | -5.2% | +5.0% | -0.2% |
| 30D | -4.6% | +4.8% | -9.4% | -4.5% |
| 3M | -3.0% | -15.9% | +12.8% | -3.1% |
| 6M | -8.3% | -17.4% | +9.1% | -8.3% |
| YTD | +3.5% | -32.4% | +35.9% | +3.3% |
| 1Y | -0.9% | -49.3% | +48.4% | -1.3% |
| 3Y | +45.4% | +167.5% | -122.1% | +47.3% |
| All | +37.1% | -22.7% | +59.8% | +40.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling