-48.4%
SOUN vs DAR
-33.2%
-15.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -3.7% |
| 7D | -6.1% | -3.8% | -2.2% | -4.6% |
| 30D | -28.2% | -14.4% | -13.8% | -23.7% |
| 3M | -48.1% | -17.9% | -30.2% | -44.3% |
| 6M | -56.4% | -18.3% | -38.1% | -53.4% |
| YTD | -61.2% | +43.2% | -104.4% | -68.7% |
| 1Y | -73.1% | +57.7% | -130.9% | -79.5% |
| 3Y | +116.2% | +22.7% | +93.5% | +78.1% |
| All | -48.4% | -33.2% | -15.2% | -38.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling