-71.4%
SOUN vs DOCS
-47.4%
-24.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.3% | -1.5% | +3.4% |
| 7D | -2.7% | +1.2% | -3.9% | -3.0% |
| 30D | -26.5% | +21.3% | -47.8% | -29.5% |
| 3M | -33.6% | +58.4% | -92.0% | -40.3% |
| 6M | -54.4% | +39.3% | -93.7% | -58.8% |
| YTD | -56.7% | -21.7% | -35.0% | -61.6% |
| 1Y | -71.4% | -47.3% | -24.1% | -73.1% |
| All | -71.4% | -47.4% | -24.0% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling