-10.1%
SOUN vs DRI
+88.8%
-98.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | -5.2% | +0.6% | -5.8% | -5.7% |
| 30D | +4.8% | +3.8% | +1.0% | +1.5% |
| 3M | -15.9% | +13.0% | -28.9% | -24.9% |
| 6M | -17.4% | +8.3% | -25.7% | -24.7% |
| YTD | -32.4% | +20.6% | -53.0% | -44.4% |
| 1Y | -49.3% | +6.5% | -55.7% | -53.9% |
| 3Y | +167.5% | +53.7% | +113.8% | +74.6% |
| All | -10.1% | +88.8% | -98.9% | -52.4% |
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