-16.3%
SOUN vs EAT
+450.1%
-466.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -3.0% |
| 7D | -6.8% | -6.2% | -0.6% | -4.4% |
| 30D | -15.2% | -3.0% | -12.2% | -14.8% |
| 3M | -7.0% | +45.6% | -52.6% | -22.5% |
| 6M | -20.5% | +53.5% | -74.1% | -36.9% |
| YTD | -37.0% | +49.6% | -86.6% | -49.6% |
| 1Y | -55.3% | +38.9% | -94.2% | -63.5% |
| 3Y | +173.0% | +589.7% | -416.6% | -2.4% |
| All | -16.3% | +450.1% | -466.3% | -63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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