+185.7%
SOUN vs ALL
+150.3%
+35.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.2% | -2.3% |
| 7D | -4.1% | -1.7% | -2.4% | -3.9% |
| 30D | -18.1% | -4.7% | -13.4% | -17.7% |
| 3M | -12.3% | +18.4% | -30.7% | -15.2% |
| 6M | -18.6% | +20.5% | -39.1% | -21.7% |
| YTD | -34.1% | +23.5% | -57.6% | -37.4% |
| 1Y | -57.0% | +29.0% | -86.0% | -60.0% |
| 3Y | +185.7% | +153.7% | +31.9% | +130.7% |
| All | +185.7% | +150.3% | +35.4% | +130.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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