+179.1%
SOUN vs DINO
+97.4%
+81.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -2.9% |
| 7D | -6.8% | +1.5% | -8.3% | -7.4% |
| 30D | -15.2% | +25.9% | -41.2% | -22.8% |
| 3M | -7.0% | +53.2% | -60.1% | -22.5% |
| 6M | -20.5% | +105.5% | -126.0% | -43.5% |
| YTD | -37.0% | +139.2% | -176.3% | -59.9% |
| 1Y | -55.3% | +117.4% | -172.7% | -70.0% |
| All | +179.1% | +97.4% | +81.7% | +101.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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