-71.4%
SOUN vs ED
+27.1%
-98.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.0% | +1.9% | +8.8% |
| 7D | -2.7% | +5.4% | -8.1% | +4.4% |
| 30D | -26.5% | +16.4% | -42.9% | -8.3% |
| 3M | -33.6% | +11.9% | -45.5% | -21.9% |
| 6M | -54.4% | +11.6% | -65.9% | -45.6% |
| YTD | -56.7% | +24.1% | -80.8% | -36.4% |
| 1Y | -71.4% | +26.9% | -98.3% | -56.1% |
| All | -71.4% | +27.1% | -98.6% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 1y: compounded portfolio wealth divided by compounded ED 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…
1y analysis · Full analysis span regression · 6 months rolling