+139.3%
SOUN vs DOC
+43.2%
+96.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.1% | -1.3% |
| 7D | -2.3% | +6.2% | -8.5% | -5.6% |
| 30D | -25.5% | +6.5% | -32.0% | -28.3% |
| 3M | -33.7% | -6.2% | -27.5% | -31.5% |
| 6M | -53.4% | +25.6% | -79.0% | -61.2% |
| YTD | -57.3% | +32.1% | -89.3% | -66.0% |
| 1Y | -72.9% | +20.3% | -93.2% | -76.8% |
| All | +139.3% | +43.2% | +96.2% | +80.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling