+188.0%
SOUN vs EW
+16.4%
+171.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.7% | -1.2% |
| 7D | -4.4% | -5.1% | +0.7% | -2.9% |
| 30D | -13.1% | -6.4% | -6.8% | -11.4% |
| 3M | -7.7% | -1.6% | -6.1% | -7.4% |
| 6M | -21.2% | +2.3% | -23.4% | -21.7% |
| YTD | -35.0% | +1.1% | -36.1% | -35.3% |
| 1Y | -56.4% | +8.0% | -64.4% | -57.3% |
| All | +188.0% | +16.4% | +171.6% | +134.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling