-57.1%
SOUN vs CHD
+2.3%
-59.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | -7.1% | -4.5% | -2.7% | -8.1% |
| 30D | -15.4% | -6.7% | -8.7% | -16.7% |
| 3M | -10.6% | -2.7% | -7.8% | -10.7% |
| 6M | -19.6% | -4.9% | -14.7% | -20.0% |
| YTD | -37.2% | +13.3% | -50.6% | -35.4% |
| 1Y | -57.1% | +1.0% | -58.1% | -56.9% |
| All | -57.1% | +2.3% | -59.4% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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