-16.5%
SOUN vs A
+26.8%
-43.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -2.0% |
| 7D | -7.1% | -2.6% | -4.5% | -5.6% |
| 30D | -15.4% | -0.9% | -14.5% | -14.9% |
| 3M | -10.6% | +13.6% | -24.2% | -18.0% |
| 6M | -19.6% | +27.8% | -47.5% | -32.6% |
| YTD | -37.2% | +8.6% | -45.8% | -41.2% |
| 1Y | -57.1% | +16.9% | -73.9% | -62.0% |
| 3Y | +178.2% | +32.9% | +145.3% | +137.1% |
| All | -16.5% | +26.8% | -43.4% | -35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling