-71.1%
SOUN vs COMP
+16.2%
-87.3%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +10.7% | -14.3% | -6.6% |
| 7D | -2.6% | +13.4% | -16.1% | -6.6% |
| 30D | -27.0% | +11.1% | -38.1% | -29.6% |
| 3M | -41.9% | -18.8% | -23.1% | -39.0% |
| 6M | -56.1% | +10.5% | -66.6% | -58.3% |
| YTD | -58.8% | -3.4% | -55.4% | -58.4% |
| 1Y | -71.1% | +19.7% | -90.8% | -70.5% |
| All | -71.1% | +16.2% | -87.3% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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