+188.0%
SOUN vs ENB
+76.5%
+111.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.7% | -0.7% | -0.9% |
| 7D | -4.4% | -0.3% | -4.1% | -4.2% |
| 30D | -13.1% | -1.1% | -12.1% | -12.7% |
| 3M | -7.7% | -8.5% | +0.8% | -2.7% |
| 6M | -21.2% | -4.5% | -16.6% | -21.1% |
| YTD | -35.0% | +9.1% | -44.1% | -45.1% |
| 1Y | -56.4% | +8.0% | -64.3% | -62.9% |
| All | +188.0% | +76.5% | +111.5% | +3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling