+178.2%
SOUN vs DE
+74.6%
+103.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -7.1% | -2.6% | -4.6% | -6.2% |
| 30D | -15.4% | +9.0% | -24.4% | -18.2% |
| 3M | -10.6% | +19.1% | -29.7% | -16.6% |
| 6M | -19.6% | +14.4% | -34.0% | -24.5% |
| YTD | -37.2% | +45.9% | -83.2% | -48.7% |
| 1Y | -57.1% | +43.6% | -100.7% | -64.7% |
| 3Y | +178.2% | +75.9% | +102.3% | +111.9% |
| All | +178.2% | +74.6% | +103.6% | +111.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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