-47.9%
SOUN vs ARWR
+16.9%
-64.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.8% |
| 7D | -9.5% | -19.9% | +10.4% | -3.3% |
| 30D | -21.3% | -18.7% | -2.6% | -16.4% |
| 3M | -47.2% | -44.7% | -2.5% | -36.8% |
| 6M | -53.7% | -36.5% | -17.2% | -47.7% |
| YTD | -60.8% | -25.7% | -35.1% | -58.3% |
| 1Y | -70.9% | +18.9% | -89.8% | -74.2% |
| 3Y | +118.4% | +83.1% | +35.3% | +40.5% |
| All | -47.9% | +16.9% | -64.8% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling