+130.9%
SOUN vs DOCS
+47.6%
+83.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.0% | -1.5% | -2.8% |
| 7D | -2.6% | -0.8% | -1.8% | -2.4% |
| 30D | -27.0% | +17.4% | -44.4% | -30.9% |
| 3M | -41.9% | +57.4% | -99.3% | -50.8% |
| 6M | -56.1% | +26.5% | -82.7% | -61.0% |
| YTD | -58.8% | -26.6% | -32.2% | -55.9% |
| 1Y | -71.1% | -48.1% | -23.1% | -65.0% |
| 3Y | +130.9% | +52.6% | +78.3% | +115.5% |
| All | +130.9% | +47.6% | +83.3% | +115.5% |
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