-70.9%
SOUN vs DOCS
-38.0%
-32.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.4% | +0.4% |
| 7D | -9.5% | -4.2% | -5.3% | -8.6% |
| 30D | -21.3% | +8.6% | -30.0% | -22.8% |
| 3M | -47.2% | +27.2% | -74.5% | -50.1% |
| 6M | -53.7% | +26.5% | -80.2% | -57.4% |
| YTD | -60.8% | -25.0% | -35.8% | -64.5% |
| 1Y | -70.9% | -37.0% | -33.9% | -72.4% |
| All | -70.9% | -38.0% | -32.9% | -72.4% |
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