-71.4%
SOUN vs EFV
+25.8%
-97.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.1% | +1.7% | -0.1% |
| 7D | -2.7% | +2.9% | -5.6% | -6.9% |
| 30D | -26.5% | +3.6% | -30.1% | -30.4% |
| 3M | -33.6% | -0.1% | -33.5% | -33.3% |
| 6M | -54.4% | +9.6% | -64.0% | -60.3% |
| YTD | -56.7% | +17.0% | -73.6% | -66.0% |
| 1Y | -71.4% | +25.7% | -97.1% | -79.1% |
| All | -71.4% | +25.8% | -97.3% | -79.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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