-57.6%
SOUN vs ADVB
-97.4%
+39.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.5% | -5.0% | -1.4% |
| 7D | -1.0% | -1.2% | +0.2% | -1.0% |
| 30D | -24.9% | -61.4% | +36.5% | -25.3% |
| 3M | -49.5% | -67.8% | +18.3% | -49.8% |
| 6M | -54.4% | -66.9% | +12.5% | -55.5% |
| YTD | -59.4% | -64.9% | +5.5% | -60.5% |
| 1Y | -71.4% | -74.8% | +3.4% | -71.9% |
| All | -57.6% | -97.4% | +39.8% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 10y: compounded portfolio wealth divided by compounded ADVB 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…
10y analysis · Full analysis span regression · 6 months rolling