-49.3%
SOUN vs EXEL
+59.2%
-108.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -5.2% | +8.4% | -13.6% | -5.9% |
| 30D | +4.8% | +4.1% | +0.7% | +4.1% |
| 3M | -15.9% | +12.4% | -28.3% | -17.3% |
| 6M | -17.4% | +41.5% | -58.9% | -24.0% |
| YTD | -32.4% | +34.6% | -67.0% | -37.0% |
| 1Y | -49.3% | +57.9% | -107.2% | -54.2% |
| All | -49.3% | +59.2% | -108.5% | -54.2% |
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