-10.1%
SOUN vs ED
+31.6%
-41.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | -1.1% |
| 7D | -5.2% | -0.2% | -5.0% | -5.3% |
| 30D | +4.8% | -0.1% | +5.0% | +4.9% |
| 3M | -15.9% | +3.9% | -19.8% | -12.5% |
| 6M | -17.4% | -3.0% | -14.4% | -17.9% |
| YTD | -32.4% | +10.7% | -43.1% | -25.7% |
| 1Y | -49.3% | +13.3% | -62.6% | -42.9% |
| 3Y | +167.5% | +34.5% | +133.0% | +231.7% |
| All | -10.1% | +31.6% | -41.7% | +19.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling