-47.9%
SOUN vs DOC
-20.8%
-27.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.2% | +1.1% |
| 7D | -9.5% | +1.0% | -10.5% | -9.9% |
| 30D | -21.3% | +8.1% | -29.5% | -24.4% |
| 3M | -47.2% | +0.9% | -48.1% | -47.6% |
| 6M | -53.7% | +6.3% | -60.0% | -55.7% |
| YTD | -60.8% | +33.8% | -94.6% | -67.3% |
| 1Y | -70.9% | +21.6% | -92.5% | -74.5% |
| 3Y | +118.4% | +53.4% | +65.1% | +75.9% |
| All | -47.9% | -20.8% | -27.1% | -37.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling