-55.3%
SOUN vs A
+14.6%
-69.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.5% |
| 7D | -6.8% | -4.6% | -2.3% | -4.7% |
| 30D | -15.2% | -4.3% | -11.0% | -13.3% |
| 3M | -7.0% | +8.9% | -15.9% | -10.6% |
| 6M | -20.5% | +24.5% | -45.0% | -29.3% |
| YTD | -37.0% | +5.8% | -42.8% | -37.9% |
| 1Y | -55.3% | +16.2% | -71.5% | -56.7% |
| All | -55.3% | +14.6% | -69.9% | -56.7% |
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