-10.1%
SOUN vs EL
-57.4%
+47.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.0% | -3.0% | -1.3% |
| 7D | -5.2% | +0.8% | -6.0% | -5.5% |
| 30D | +4.8% | +19.8% | -15.0% | -3.4% |
| 3M | -15.9% | +25.7% | -41.6% | -24.1% |
| 6M | -17.4% | +5.4% | -22.9% | -20.8% |
| YTD | -32.4% | +0.2% | -32.6% | -34.3% |
| 1Y | -49.3% | +20.4% | -69.7% | -54.5% |
| 3Y | +167.5% | -32.1% | +199.6% | +174.7% |
| All | -10.1% | -57.4% | +47.3% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EL.
Daily Out/Under-Performance
Portfolio return minus EL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EL 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 EL 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