-13.6%
SOUN vs EXEL
+157.5%
-171.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.9% |
| 7D | -4.4% | -0.3% | -4.1% | -4.3% |
| 30D | -13.1% | +10.1% | -23.3% | -17.0% |
| 3M | -7.7% | +10.1% | -17.8% | -12.4% |
| 6M | -21.2% | +37.7% | -58.8% | -34.2% |
| YTD | -35.0% | +33.1% | -68.1% | -45.0% |
| 1Y | -56.4% | +52.4% | -108.7% | -66.1% |
| 3Y | +181.7% | +163.8% | +17.9% | +44.4% |
| All | -13.6% | +157.5% | -171.1% | -50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling