-71.1%
SOUN vs DOC
+20.9%
-92.0%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.7% | -4.2% | -3.6% |
| 7D | -2.6% | +6.5% | -9.1% | -3.3% |
| 30D | -27.0% | +9.2% | -36.2% | -27.8% |
| 3M | -41.9% | -2.5% | -39.5% | -41.7% |
| 6M | -56.1% | +7.1% | -63.2% | -56.9% |
| YTD | -58.8% | +33.0% | -91.8% | -60.5% |
| 1Y | -71.1% | +23.3% | -94.4% | -73.2% |
| All | -71.1% | +20.9% | -92.0% | -73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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