-53.5%
SOUN vs EXEL
+204.6%
-258.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.5% |
| 7D | -15.1% | -0.8% | -14.3% | -14.8% |
| 30D | -23.0% | +13.1% | -36.1% | -27.1% |
| 3M | -53.3% | +36.3% | -89.7% | -59.5% |
| 6M | -58.6% | +34.5% | -93.1% | -64.3% |
| YTD | -65.0% | +57.4% | -122.4% | -72.6% |
| 1Y | -71.4% | +62.9% | -134.4% | -78.1% |
| 3Y | +75.4% | +229.5% | -154.1% | -19.3% |
| All | -53.5% | +204.6% | -258.1% | -75.3% |
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