+75.4%
SOUN vs DOCS
+39.4%
+36.0%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.2% |
| 7D | -15.1% | +2.6% | -17.6% | -15.8% |
| 30D | -23.0% | +11.4% | -34.4% | -25.7% |
| 3M | -53.3% | +25.4% | -78.7% | -57.0% |
| 6M | -58.6% | +42.5% | -101.1% | -64.5% |
| YTD | -65.0% | -24.7% | -40.3% | -62.8% |
| 1Y | -71.4% | -32.9% | -38.5% | -68.4% |
| 3Y | +75.4% | +39.6% | +35.8% | +66.9% |
| All | +75.4% | +39.4% | +36.0% | +66.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling