-71.4%
SOUN vs DG
+45.3%
-116.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.5% | -3.7% | +1.6% |
| 7D | -2.7% | +12.3% | -15.0% | -7.1% |
| 30D | -26.5% | +19.3% | -45.8% | -31.8% |
| 3M | -33.6% | +11.9% | -45.5% | -36.8% |
| 6M | -54.4% | +25.0% | -79.4% | -59.1% |
| YTD | -56.7% | +8.7% | -65.4% | -59.1% |
| 1Y | -71.4% | +44.7% | -116.1% | -76.9% |
| All | -71.4% | +45.3% | -116.7% | -76.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 1y: compounded portfolio wealth divided by compounded DG 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…
1y analysis · Full analysis span regression · 6 months rolling