-53.5%
SOUN vs ENB
+43.8%
-97.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.3% |
| 7D | -15.1% | +3.1% | -18.2% | -16.2% |
| 30D | -23.0% | +2.1% | -25.1% | -23.7% |
| 3M | -53.3% | -4.4% | -48.9% | -52.6% |
| 6M | -58.6% | -10.1% | -48.5% | -57.1% |
| YTD | -65.0% | +5.2% | -70.2% | -67.3% |
| 1Y | -71.4% | +4.2% | -75.7% | -73.2% |
| 3Y | +75.4% | +70.1% | +5.3% | +26.6% |
| All | -53.5% | +43.8% | -97.3% | -62.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling