-71.4%
SOUN vs ESI
+27.8%
-99.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.6% | +9.5% | +6.7% |
| 7D | -2.7% | -6.6% | +3.9% | -0.1% |
| 30D | -26.5% | -10.9% | -15.6% | -23.2% |
| 3M | -33.6% | -13.8% | -19.8% | -29.9% |
| 6M | -54.4% | -21.5% | -32.8% | -51.0% |
| YTD | -56.7% | +34.7% | -91.3% | -70.0% |
| 1Y | -71.4% | +24.9% | -96.3% | -79.3% |
| All | -71.4% | +27.8% | -99.3% | -79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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