-49.3%
SOUN vs ENB
+7.5%
-56.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | -0.5% |
| 7D | -5.2% | -0.2% | -5.0% | -5.3% |
| 30D | +4.8% | -2.2% | +7.1% | +3.5% |
| 3M | -15.9% | -10.5% | -5.3% | -20.2% |
| 6M | -17.4% | -5.1% | -12.3% | -19.6% |
| YTD | -32.4% | +9.0% | -41.4% | -31.7% |
| 1Y | -49.3% | +8.2% | -57.5% | -47.5% |
| All | -49.3% | +7.5% | -56.8% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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