-16.3%
SOUN vs ED
+30.9%
-47.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -3.6% |
| 7D | -6.8% | -1.9% | -5.0% | -8.2% |
| 30D | -15.2% | +0.1% | -15.3% | -15.0% |
| 3M | -7.0% | 0.0% | -7.0% | -6.3% |
| 6M | -20.5% | -2.5% | -18.0% | -20.7% |
| YTD | -37.0% | +10.1% | -47.1% | -31.1% |
| 1Y | -55.3% | +13.6% | -68.9% | -49.7% |
| 3Y | +173.0% | +32.4% | +140.6% | +233.9% |
| All | -16.3% | +30.9% | -47.2% | +10.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling