-71.4%
SOUN vs EW
+19.7%
-91.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.4% | +0.5% | +2.3% |
| 7D | -2.7% | +8.3% | -11.0% | -7.1% |
| 30D | -26.5% | +13.9% | -40.4% | -31.9% |
| 3M | -33.6% | +10.9% | -44.5% | -37.7% |
| 6M | -54.4% | +19.2% | -73.6% | -59.7% |
| YTD | -56.7% | +16.6% | -73.2% | -61.1% |
| 1Y | -71.4% | +18.1% | -89.5% | -74.6% |
| All | -71.4% | +19.7% | -91.1% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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