-13.6%
SOUN vs DAR
-12.6%
-1.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.6% |
| 7D | -4.4% | -0.2% | -4.3% | -4.4% |
| 30D | -13.1% | +7.4% | -20.6% | -16.3% |
| 3M | -7.7% | +15.7% | -23.4% | -14.4% |
| 6M | -21.2% | +30.0% | -51.2% | -31.7% |
| YTD | -35.0% | +87.5% | -122.5% | -53.0% |
| 1Y | -56.4% | +113.4% | -169.7% | -70.8% |
| 3Y | +181.7% | +15.3% | +166.4% | +151.3% |
| All | -13.6% | -12.6% | -1.0% | -7.1% |
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 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