-55.3%
SOUN vs EMB
+3.6%
-59.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | +0.4% |
| 7D | -6.8% | -1.1% | -5.7% | -2.1% |
| 30D | -15.2% | -1.1% | -14.2% | -11.1% |
| 3M | -7.0% | -0.8% | -6.2% | -2.8% |
| 6M | -20.5% | -0.1% | -20.5% | -19.8% |
| YTD | -37.0% | +0.4% | -37.5% | -38.7% |
| 1Y | -55.3% | +3.3% | -58.6% | -63.2% |
| All | -55.3% | +3.6% | -59.0% | -63.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling