-13.6%
SOUN vs DRI
+82.3%
-95.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.6% | +0.3% | -0.2% |
| 7D | -4.4% | -4.8% | +0.4% | -1.0% |
| 30D | -13.1% | -3.9% | -9.2% | -11.1% |
| 3M | -7.7% | +5.1% | -12.8% | -12.6% |
| 6M | -21.2% | +5.5% | -26.7% | -26.9% |
| YTD | -35.0% | +16.5% | -51.5% | -45.2% |
| 1Y | -56.4% | +2.0% | -58.4% | -59.0% |
| 3Y | +181.7% | +54.5% | +127.2% | +81.6% |
| All | -13.6% | +82.3% | -95.9% | -53.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling