-10.1%
SOUN vs D
-4.1%
-6.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.2% |
| 7D | -5.2% | +0.4% | -5.6% | -5.3% |
| 30D | +4.8% | -3.6% | +8.4% | +5.2% |
| 3M | -15.9% | -1.0% | -14.9% | -16.0% |
| 6M | -17.4% | +6.3% | -23.7% | -18.6% |
| YTD | -32.4% | +14.7% | -47.1% | -34.5% |
| 1Y | -49.3% | +16.9% | -66.2% | -51.2% |
| 3Y | +167.5% | +56.8% | +110.7% | +133.5% |
| All | -10.1% | -4.1% | -6.1% | -9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling