-57.0%
SOUN vs ADVB
+10.9%
-67.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.8% | +1.3% | -2.7% |
| 7D | -4.1% | -14.0% | +9.9% | -4.6% |
| 30D | -18.1% | +41.0% | -59.1% | -16.7% |
| 3M | -12.3% | +127.9% | -140.2% | -9.5% |
| 6M | -18.6% | +101.3% | -119.9% | -15.3% |
| YTD | -34.1% | +53.8% | -87.9% | -32.2% |
| 1Y | -57.0% | +4.4% | -61.4% | -56.7% |
| All | -57.0% | +10.9% | -67.9% | -56.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling