+179.1%
SOUN vs CHD
+0.5%
+178.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -3.1% |
| 7D | -6.8% | -4.7% | -2.1% | -6.9% |
| 30D | -15.2% | -8.3% | -6.9% | -15.5% |
| 3M | -7.0% | -4.0% | -2.9% | -6.9% |
| 6M | -20.5% | -6.5% | -14.0% | -20.3% |
| YTD | -37.0% | +13.1% | -50.1% | -37.5% |
| 1Y | -55.3% | +2.3% | -57.6% | -55.3% |
| All | +179.1% | +0.5% | +178.6% | +168.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling