-10.1%
SOUN vs ARWR
+104.5%
-114.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -5.2% | +1.7% | -6.9% | -5.8% |
| 30D | +4.8% | -0.7% | +5.5% | +4.9% |
| 3M | -15.9% | +14.9% | -30.7% | -20.5% |
| 6M | -17.4% | +32.6% | -50.0% | -26.0% |
| YTD | -32.4% | +30.0% | -62.4% | -39.5% |
| 1Y | -49.3% | +208.4% | -257.6% | -67.2% |
| 3Y | +167.5% | +208.8% | -41.3% | +46.2% |
| All | -10.1% | +104.5% | -114.6% | -41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling