-71.4%
SOUN vs ENB
+9.4%
-80.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.3% | +5.2% | +4.6% |
| 7D | -2.7% | +0.5% | -3.2% | -2.4% |
| 30D | -26.5% | +6.0% | -32.5% | -23.4% |
| 3M | -33.6% | -7.4% | -26.2% | -36.7% |
| 6M | -54.4% | -8.5% | -45.9% | -56.5% |
| YTD | -56.7% | +6.1% | -62.8% | -56.2% |
| 1Y | -71.4% | +9.4% | -80.8% | -70.9% |
| All | -71.4% | +9.4% | -80.8% | -70.9% |
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