-49.3%
SOUN vs EIX
+7.5%
-56.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | +0.1% |
| 7D | -5.2% | -19.1% | +13.9% | -7.0% |
| 30D | +4.8% | -16.9% | +21.7% | +3.1% |
| 3M | -15.9% | -20.0% | +4.2% | -17.6% |
| 6M | -17.4% | -21.3% | +3.9% | -19.6% |
| YTD | -32.4% | -1.7% | -30.7% | -35.3% |
| 1Y | -49.3% | +9.6% | -58.8% | -52.0% |
| All | -49.3% | +7.5% | -56.8% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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