+185.7%
SOUN vs DRI
+56.7%
+129.0%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.7% | -1.4% |
| 7D | -4.1% | -1.2% | -2.9% | -3.4% |
| 30D | -18.1% | -0.4% | -17.7% | -18.4% |
| 3M | -12.3% | +9.5% | -21.8% | -18.7% |
| 6M | -18.6% | +6.5% | -25.0% | -24.1% |
| YTD | -34.1% | +18.4% | -52.5% | -44.2% |
| 1Y | -57.0% | +4.2% | -61.2% | -59.7% |
| 3Y | +185.7% | +57.1% | +128.6% | +73.7% |
| All | +185.7% | +56.7% | +129.0% | +73.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling