+179.1%
SOUN vs EWJ
+69.3%
+109.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.1% |
| 7D | -6.8% | -1.5% | -5.3% | -4.3% |
| 30D | -15.2% | +0.2% | -15.4% | -15.7% |
| 3M | -7.0% | +8.6% | -15.6% | -19.1% |
| 6M | -20.5% | +12.1% | -32.7% | -35.0% |
| YTD | -37.0% | +20.1% | -57.1% | -55.3% |
| 1Y | -55.3% | +25.2% | -80.5% | -70.8% |
| All | +179.1% | +69.3% | +109.8% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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