-49.3%
SOUN vs CART
+14.4%
-63.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.3% |
| 7D | -5.2% | +1.0% | -6.3% | -5.5% |
| 30D | +4.8% | +12.6% | -7.8% | +1.1% |
| 3M | -15.9% | +23.1% | -39.0% | -21.1% |
| 6M | -17.4% | +39.5% | -56.9% | -25.7% |
| YTD | -32.4% | +13.5% | -45.9% | -37.0% |
| 1Y | -49.3% | +14.9% | -64.2% | -54.1% |
| All | -49.3% | +14.4% | -63.7% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 1y: compounded portfolio wealth divided by compounded CART 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…
1y analysis · Full analysis span regression · 6 months rolling