-49.3%
SOUN vs EFV
+30.7%
-80.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.2% |
| 7D | -5.2% | +1.5% | -6.7% | -7.7% |
| 30D | +4.8% | +1.7% | +3.1% | +2.0% |
| 3M | -15.9% | +8.6% | -24.5% | -26.0% |
| 6M | -17.4% | +11.7% | -29.1% | -32.1% |
| YTD | -32.4% | +19.3% | -51.7% | -50.9% |
| 1Y | -49.3% | +30.2% | -79.5% | -69.5% |
| All | -49.3% | +30.7% | -80.0% | -69.5% |
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