+185.7%
SOUN vs DAR
+14.9%
+170.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.9% | -5.5% | -3.6% |
| 7D | -4.1% | -0.9% | -3.2% | -3.8% |
| 30D | -18.1% | +13.0% | -31.0% | -22.2% |
| 3M | -12.3% | +15.0% | -27.3% | -17.4% |
| 6M | -18.6% | +26.8% | -45.4% | -27.2% |
| YTD | -34.1% | +86.4% | -120.5% | -50.1% |
| 1Y | -57.0% | +115.1% | -172.1% | -69.8% |
| 3Y | +185.7% | +14.6% | +171.0% | +154.1% |
| All | +185.7% | +14.9% | +170.8% | +154.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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