-57.0%
SOUN vs ADVB
-97.5%
+40.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.2% | -7.7% | -3.5% |
| 7D | -2.6% | -13.9% | +11.3% | -2.6% |
| 30D | -27.0% | -68.1% | +41.1% | -27.5% |
| 3M | -41.9% | -73.4% | +31.4% | -42.3% |
| 6M | -56.1% | -70.8% | +14.7% | -57.1% |
| YTD | -58.8% | -66.1% | +7.3% | -59.9% |
| 1Y | -71.1% | -77.5% | +6.4% | -71.7% |
| All | -57.0% | -97.5% | +40.6% | -40.6% |
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