-12.4%
SOUN vs D
-2.5%
-9.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.6% |
| 7D | -4.1% | +0.8% | -4.9% | -4.2% |
| 30D | -18.1% | -0.7% | -17.3% | -18.0% |
| 3M | -12.3% | +2.1% | -14.4% | -12.7% |
| 6M | -18.6% | +6.8% | -25.4% | -19.8% |
| YTD | -34.1% | +16.5% | -50.6% | -36.3% |
| 1Y | -57.0% | +19.2% | -76.2% | -58.8% |
| 3Y | +185.7% | +61.9% | +123.8% | +149.7% |
| All | -12.4% | -2.5% | -9.9% | -12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling