-71.4%
SOUN vs DRI
+34.0%
-105.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.1% | -0.3% | +4.6% |
| 7D | -2.7% | +6.5% | -9.2% | -3.0% |
| 30D | -26.5% | +16.4% | -42.9% | -26.9% |
| 3M | -33.6% | +13.6% | -47.3% | -33.7% |
| 6M | -54.4% | +22.0% | -76.4% | -55.1% |
| YTD | -56.7% | +29.3% | -86.0% | -58.6% |
| 1Y | -71.4% | +32.0% | -103.5% | -72.9% |
| All | -71.4% | +34.0% | -105.4% | -72.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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