-43.2%
SOUN vs DOCS
-21.3%
-21.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.3% | +2.9% | +0.2% |
| 7D | -2.3% | -1.3% | -1.0% | -1.8% |
| 30D | -25.5% | +19.4% | -44.9% | -30.3% |
| 3M | -33.7% | +53.4% | -87.1% | -44.2% |
| 6M | -53.4% | +28.8% | -82.1% | -59.2% |
| YTD | -57.3% | -25.1% | -32.2% | -54.7% |
| 1Y | -72.9% | -48.1% | -24.8% | -67.0% |
| 3Y | +131.5% | +51.4% | +80.2% | +79.9% |
| All | -43.2% | -21.3% | -21.9% | -36.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling