-47.9%
SOUN vs ALL
+124.4%
-172.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.6% | +0.9% |
| 7D | -9.5% | -2.6% | -6.9% | -8.6% |
| 30D | -21.3% | +12.7% | -34.0% | -25.1% |
| 3M | -47.2% | +0.4% | -47.6% | -47.5% |
| 6M | -53.7% | +23.8% | -77.5% | -58.8% |
| YTD | -60.8% | +27.8% | -88.6% | -66.1% |
| 1Y | -70.9% | +28.9% | -99.8% | -75.1% |
| 3Y | +118.4% | +113.9% | +4.6% | +28.0% |
| All | -47.9% | +124.4% | -172.3% | -71.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling