-10.1%
SOUN vs ALL
+122.2%
-132.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.5% |
| 7D | -5.2% | 0.0% | -5.2% | -5.2% |
| 30D | +4.8% | -1.5% | +6.3% | +5.2% |
| 3M | -15.9% | +23.6% | -39.5% | -24.8% |
| 6M | -17.4% | +22.3% | -39.7% | -26.0% |
| YTD | -32.4% | +26.5% | -58.9% | -41.1% |
| 1Y | -49.3% | +27.0% | -76.3% | -56.4% |
| 3Y | +167.5% | +149.6% | +17.9% | +38.2% |
| All | -10.1% | +122.2% | -132.3% | -49.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling