-53.5%
SOUN vs DRI
+100.8%
-154.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.4% | -3.3% |
| 7D | -15.1% | +1.1% | -16.1% | -15.7% |
| 30D | -23.0% | +9.7% | -32.7% | -27.7% |
| 3M | -53.3% | +3.2% | -56.5% | -54.6% |
| 6M | -58.6% | +20.6% | -79.1% | -64.8% |
| YTD | -65.0% | +28.3% | -93.2% | -72.5% |
| 1Y | -71.4% | +34.5% | -106.0% | -78.6% |
| 3Y | +75.4% | +66.5% | +8.8% | +7.3% |
| All | -53.5% | +100.8% | -154.2% | -76.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling