-53.5%
SOUN vs ARWR
+13.1%
-66.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.5% |
| 7D | -15.1% | -17.8% | +2.8% | -9.9% |
| 30D | -23.0% | -18.1% | -4.8% | -18.2% |
| 3M | -53.3% | -44.2% | -9.2% | -44.2% |
| 6M | -58.6% | -38.6% | -19.9% | -52.6% |
| YTD | -65.0% | -28.0% | -37.0% | -62.4% |
| 1Y | -71.4% | +16.1% | -87.6% | -74.5% |
| 3Y | +75.4% | +84.0% | -8.6% | +12.7% |
| All | -53.5% | +13.1% | -66.6% | -63.7% |
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