-43.2%
SOUN vs DOC
-21.8%
-21.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.1% | -1.3% |
| 7D | -2.3% | +6.2% | -8.5% | -5.1% |
| 30D | -25.5% | +6.5% | -32.0% | -27.9% |
| 3M | -33.7% | -6.2% | -27.5% | -31.9% |
| 6M | -53.4% | +25.6% | -79.0% | -59.8% |
| YTD | -57.3% | +32.1% | -89.3% | -64.2% |
| 1Y | -72.9% | +20.3% | -93.2% | -76.1% |
| 3Y | +131.5% | +42.7% | +88.8% | +91.2% |
| All | -43.2% | -21.8% | -21.4% | -31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling