-62.3%
SOUN vs ADVB
-95.9%
+33.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +42.7% | -50.6% | -7.4% |
| 7D | -15.5% | +74.2% | -89.7% | -15.0% |
| 30D | -26.2% | -35.9% | +9.6% | -26.2% |
| 3M | -51.4% | -56.4% | +5.1% | -51.5% |
| 6M | -55.3% | -36.7% | -18.6% | -56.3% |
| YTD | -63.9% | -43.3% | -20.6% | -64.7% |
| 1Y | -72.8% | -63.4% | -9.4% | -73.2% |
| All | -62.3% | -95.9% | +33.6% | -47.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling