+142.7%
SOUN vs DOC
+43.5%
+99.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.1% | +1.7% | +3.1% |
| 7D | -2.7% | +8.7% | -11.4% | -7.2% |
| 30D | -26.5% | +7.6% | -34.2% | -29.7% |
| 3M | -33.6% | -5.3% | -28.4% | -31.8% |
| 6M | -54.4% | +27.6% | -82.0% | -62.5% |
| YTD | -56.7% | +32.4% | -89.1% | -65.5% |
| 1Y | -71.4% | +22.9% | -94.3% | -76.0% |
| All | +142.7% | +43.5% | +99.2% | +82.2% |
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 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