+185.7%
SOUN vs ADM
+18.5%
+167.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | -4.1% | -0.1% | -4.0% | -4.1% |
| 30D | -18.1% | +11.0% | -29.1% | -19.1% |
| 3M | -12.3% | +6.0% | -18.3% | -12.9% |
| 6M | -18.6% | +26.9% | -45.5% | -21.4% |
| YTD | -34.1% | +50.0% | -84.1% | -38.3% |
| 1Y | -57.0% | +39.6% | -96.6% | -59.3% |
| 3Y | +185.7% | +18.5% | +167.1% | +203.9% |
| All | +185.7% | +18.5% | +167.1% | +203.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 3y: compounded portfolio wealth divided by compounded ADM 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…
3y analysis · Full analysis span regression · 6 months rolling