-49.3%
SOUN vs D
+15.7%
-65.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | -0.7% |
| 7D | -5.2% | +0.4% | -5.6% | -5.0% |
| 30D | +4.8% | -3.6% | +8.4% | +3.0% |
| 3M | -15.9% | -1.0% | -14.9% | -16.3% |
| 6M | -17.4% | +6.3% | -23.7% | -16.0% |
| YTD | -32.4% | +14.7% | -47.1% | -29.3% |
| 1Y | -49.3% | +16.9% | -66.2% | -45.2% |
| All | -49.3% | +15.7% | -65.0% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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