-71.4%
SOUN vs DLR
+11.0%
-82.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +3.7% |
| 7D | -2.7% | +2.8% | -5.5% | -3.9% |
| 30D | -26.5% | +2.8% | -29.3% | -27.5% |
| 3M | -33.6% | -4.0% | -29.6% | -32.7% |
| 6M | -54.4% | -5.6% | -48.8% | -52.5% |
| YTD | -56.7% | +21.9% | -78.6% | -65.6% |
| 1Y | -71.4% | +13.0% | -84.5% | -75.3% |
| All | -71.4% | +11.0% | -82.4% | -75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLR.
Daily Out/Under-Performance
Portfolio return minus DLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLR 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 DLR 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