-70.9%
SOUN vs CART
+54.8%
-125.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | -9.5% | -0.6% | -8.9% | -9.4% |
| 30D | -21.3% | +23.1% | -44.4% | -25.7% |
| 3M | -47.2% | +19.2% | -66.4% | -49.9% |
| 6M | -53.7% | +45.7% | -99.4% | -58.5% |
| YTD | -60.8% | +30.9% | -91.7% | -66.7% |
| 1Y | -70.9% | +50.2% | -121.1% | -76.0% |
| All | -70.9% | +54.8% | -125.7% | -76.0% |
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