-16.3%
SOUN vs DRI
+80.7%
-96.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.4% |
| 7D | -6.8% | -4.8% | -2.0% | -3.5% |
| 30D | -15.2% | -5.2% | -10.1% | -12.4% |
| 3M | -7.0% | +2.7% | -9.7% | -10.4% |
| 6M | -20.5% | +3.6% | -24.1% | -25.2% |
| YTD | -37.0% | +15.4% | -52.4% | -46.5% |
| 1Y | -55.3% | +1.3% | -56.6% | -57.8% |
| 3Y | +173.0% | +53.1% | +119.9% | +77.1% |
| All | -16.3% | +80.7% | -96.9% | -54.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling