-12.4%
SOUN vs ALL
+116.9%
-129.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.2% | -1.6% |
| 7D | -4.1% | -1.7% | -2.4% | -3.4% |
| 30D | -18.1% | -4.7% | -13.4% | -16.6% |
| 3M | -12.3% | +18.4% | -30.7% | -19.8% |
| 6M | -18.6% | +20.5% | -39.1% | -26.6% |
| YTD | -34.1% | +23.5% | -57.6% | -42.1% |
| 1Y | -57.0% | +29.0% | -86.0% | -63.5% |
| 3Y | +185.7% | +153.7% | +31.9% | +44.2% |
| All | -12.4% | +116.9% | -129.3% | -50.4% |
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