-49.3%
SOUN vs A
+21.7%
-70.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.3% |
| 7D | -5.2% | -1.9% | -3.3% | -4.3% |
| 30D | +4.8% | +6.9% | -2.1% | +1.9% |
| 3M | -15.9% | +9.2% | -25.1% | -19.1% |
| 6M | -17.4% | +25.7% | -43.1% | -26.7% |
| YTD | -32.4% | +11.5% | -43.9% | -35.0% |
| 1Y | -49.3% | +18.4% | -67.6% | -52.1% |
| All | -49.3% | +21.7% | -70.9% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 1y: compounded portfolio wealth divided by compounded A 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…
1y analysis · Full analysis span regression · 6 months rolling