-13.6%
SOUN vs EIX
-0.5%
-13.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.2% | +1.8% | -0.5% |
| 7D | -4.4% | +4.1% | -8.5% | -5.5% |
| 30D | -13.1% | -15.3% | +2.2% | -10.7% |
| 3M | -7.7% | -18.4% | +10.7% | -4.3% |
| 6M | -21.2% | -16.8% | -4.3% | -19.6% |
| YTD | -35.0% | -0.6% | -34.5% | -39.2% |
| 1Y | -56.4% | +10.7% | -67.0% | -61.4% |
| 3Y | +181.7% | -4.5% | +186.2% | +167.8% |
| All | -13.6% | -0.5% | -13.1% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling