-13.6%
SOUN vs ARWR
+95.7%
-109.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.9% | +1.5% | -0.4% |
| 7D | -4.4% | -3.2% | -1.2% | -3.4% |
| 30D | -13.1% | -6.5% | -6.7% | -11.4% |
| 3M | -7.7% | +12.7% | -20.4% | -12.3% |
| 6M | -21.2% | +36.2% | -57.4% | -29.9% |
| YTD | -35.0% | +24.5% | -59.5% | -41.0% |
| 1Y | -56.4% | +198.0% | -254.3% | -71.4% |
| 3Y | +181.7% | +176.4% | +5.4% | +60.3% |
| All | -13.6% | +95.7% | -109.3% | -43.0% |
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