-71.4%
SOUN vs ES
-1.6%
-69.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.1% | +2.8% | +5.2% |
| 7D | -2.7% | +5.3% | -8.0% | -1.9% |
| 30D | -26.5% | +8.9% | -35.5% | -25.6% |
| 3M | -33.6% | -1.9% | -31.7% | -33.6% |
| 6M | -54.4% | +3.9% | -58.3% | -54.3% |
| YTD | -56.7% | +8.3% | -64.9% | -56.4% |
| 1Y | -71.4% | -0.1% | -71.3% | -71.4% |
| All | -71.4% | -1.6% | -69.9% | -71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 ES 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