-10.1%
SOUN vs EMB
+28.6%
-38.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -5.2% | 0.0% | -5.2% | -5.2% |
| 30D | +4.8% | -0.3% | +5.1% | +5.6% |
| 3M | -15.9% | -0.4% | -15.4% | -14.6% |
| 6M | -17.4% | +0.1% | -17.5% | -16.5% |
| YTD | -32.4% | +1.6% | -34.0% | -33.5% |
| 1Y | -49.3% | +5.6% | -54.9% | -53.4% |
| 3Y | +167.5% | +29.8% | +137.6% | +95.1% |
| All | -10.1% | +28.6% | -38.7% | 0.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling