-57.1%
SOUN vs EW
+7.8%
-64.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.4% | +1.0% |
| 7D | -7.1% | -6.2% | -1.0% | -4.2% |
| 30D | -15.4% | -9.3% | -6.1% | -11.3% |
| 3M | -10.6% | -1.6% | -9.0% | -10.4% |
| 6M | -19.6% | -0.8% | -18.8% | -20.6% |
| YTD | -37.2% | -1.0% | -36.2% | -38.7% |
| 1Y | -57.1% | +8.2% | -65.2% | -54.1% |
| All | -57.1% | +7.8% | -64.9% | -54.1% |
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