-49.3%
SOUN vs DG
+23.4%
-72.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.6% |
| 7D | -5.2% | +8.4% | -13.6% | -8.5% |
| 30D | +4.8% | +4.9% | -0.1% | +2.6% |
| 3M | -15.9% | +29.3% | -45.2% | -26.4% |
| 6M | -17.4% | -11.3% | -6.1% | -14.2% |
| YTD | -32.4% | +1.8% | -34.2% | -34.0% |
| 1Y | -49.3% | +25.3% | -74.6% | -54.9% |
| All | -49.3% | +23.4% | -72.7% | -54.9% |
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