+139.3%
SOUN vs DOCS
+50.6%
+88.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.3% | +2.9% | +0.1% |
| 7D | -2.3% | -1.3% | -1.0% | -1.8% |
| 30D | -25.5% | +19.4% | -44.9% | -30.0% |
| 3M | -33.7% | +53.4% | -87.1% | -43.5% |
| 6M | -53.4% | +28.8% | -82.1% | -58.8% |
| YTD | -57.3% | -25.1% | -32.2% | -54.6% |
| 1Y | -72.9% | -48.1% | -24.8% | -67.1% |
| All | +139.3% | +50.6% | +88.7% | +121.7% |
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