-71.4%
SOUN vs EXEL
+92.4%
-163.9%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.6% | +4.2% | +4.8% |
| 7D | -2.7% | +9.8% | -12.5% | -3.2% |
| 30D | -26.5% | +23.6% | -50.1% | -27.4% |
| 3M | -33.6% | +29.9% | -63.6% | -34.8% |
| 6M | -54.4% | +64.7% | -119.1% | -56.9% |
| YTD | -56.7% | +66.0% | -122.7% | -60.2% |
| 1Y | -71.4% | +92.0% | -163.4% | -75.0% |
| All | -71.4% | +92.4% | -163.9% | -75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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