-16.3%
SOUN vs EMB
+27.2%
-43.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -1.5% |
| 7D | -6.8% | -1.1% | -5.7% | -4.7% |
| 30D | -15.2% | -1.1% | -14.2% | -13.3% |
| 3M | -7.0% | -0.8% | -6.2% | -5.0% |
| 6M | -20.5% | -0.1% | -20.5% | -19.2% |
| YTD | -37.0% | +0.4% | -37.5% | -36.6% |
| 1Y | -55.3% | +3.3% | -58.6% | -57.1% |
| 3Y | +173.0% | +29.0% | +144.0% | +103.1% |
| All | -16.3% | +27.2% | -43.4% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling