-13.6%
SOUN vs DE
+84.9%
-98.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | -4.4% | -3.0% | -1.4% | -2.8% |
| 30D | -13.1% | +11.1% | -24.3% | -18.6% |
| 3M | -7.7% | +17.6% | -25.3% | -16.6% |
| 6M | -21.2% | +13.6% | -34.8% | -28.5% |
| YTD | -35.0% | +46.3% | -81.3% | -51.3% |
| 1Y | -56.4% | +44.2% | -100.5% | -67.1% |
| 3Y | +181.7% | +76.6% | +105.2% | +77.9% |
| All | -13.6% | +84.9% | -98.5% | -45.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling