-71.4%
SOUN vs DLTR
+45.2%
-116.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +9.6% | -4.8% | +1.6% |
| 7D | -2.7% | +15.6% | -18.3% | -7.5% |
| 30D | -26.5% | +29.9% | -56.4% | -33.2% |
| 3M | -33.6% | +12.5% | -46.1% | -36.6% |
| 6M | -54.4% | +56.3% | -110.7% | -62.8% |
| YTD | -56.7% | +19.5% | -76.2% | -60.5% |
| 1Y | -71.4% | +44.0% | -115.5% | -77.8% |
| All | -71.4% | +45.2% | -116.7% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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