-10.1%
SOUN vs A
+30.2%
-40.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.4% |
| 7D | -5.2% | -1.9% | -3.3% | -4.0% |
| 30D | +4.8% | +6.9% | -2.1% | +0.7% |
| 3M | -15.9% | +9.2% | -25.1% | -20.8% |
| 6M | -17.4% | +25.7% | -43.1% | -29.8% |
| YTD | -32.4% | +11.5% | -43.9% | -37.7% |
| 1Y | -49.3% | +18.4% | -67.6% | -55.4% |
| 3Y | +167.5% | +26.6% | +140.9% | +127.7% |
| All | -10.1% | +30.2% | -40.4% | -31.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling