-12.4%
SOUN vs ARWR
+101.5%
-113.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -2.1% |
| 7D | -4.1% | +2.9% | -7.0% | -5.0% |
| 30D | -18.1% | -2.9% | -15.2% | -17.5% |
| 3M | -12.3% | +15.2% | -27.5% | -17.2% |
| 6M | -18.6% | +42.3% | -60.9% | -28.6% |
| YTD | -34.1% | +28.2% | -62.3% | -40.7% |
| 1Y | -57.0% | +213.2% | -270.3% | -72.3% |
| 3Y | +185.7% | +184.6% | +1.0% | +61.0% |
| All | -12.4% | +101.5% | -113.9% | -42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling