+134.1%
SOUN vs D
+71.1%
+63.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -0.9% | -1.4% |
| 7D | -1.0% | +0.8% | -1.7% | -1.1% |
| 30D | -24.9% | +10.7% | -35.6% | -26.5% |
| 3M | -49.5% | +2.3% | -51.8% | -49.7% |
| 6M | -54.4% | +12.5% | -66.9% | -56.1% |
| YTD | -59.4% | +20.1% | -79.5% | -62.2% |
| 1Y | -71.4% | +15.6% | -86.9% | -73.0% |
| 3Y | +134.1% | +75.2% | +58.9% | +53.0% |
| All | +134.1% | +71.1% | +63.0% | +53.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling