-71.4%
SOUN vs EXPE
+48.9%
-120.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +10.5% | -5.7% | +2.2% |
| 7D | -2.7% | +14.6% | -17.3% | -6.2% |
| 30D | -26.5% | +21.4% | -47.9% | -30.2% |
| 3M | -33.6% | +1.4% | -35.0% | -34.5% |
| 6M | -54.4% | +28.6% | -83.0% | -58.5% |
| YTD | -56.7% | +12.1% | -68.8% | -61.0% |
| 1Y | -71.4% | +50.0% | -121.5% | -75.3% |
| All | -71.4% | +48.9% | -120.4% | -75.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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