-42.4%
SOUN vs DOC
-21.6%
-20.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.1% | +1.7% | +3.4% |
| 7D | -2.7% | +8.7% | -11.4% | -6.6% |
| 30D | -26.5% | +7.6% | -34.2% | -29.2% |
| 3M | -33.6% | -5.3% | -28.4% | -32.1% |
| 6M | -54.4% | +27.6% | -82.0% | -61.0% |
| YTD | -56.7% | +32.4% | -89.1% | -63.7% |
| 1Y | -71.4% | +22.9% | -94.3% | -75.1% |
| 3Y | +134.8% | +43.1% | +91.7% | +93.6% |
| All | -42.4% | -21.6% | -20.8% | -31.0% |
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 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