-49.3%
SOUN vs EXPE
+40.7%
-89.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.4% |
| 7D | -5.2% | -9.5% | +4.3% | -2.8% |
| 30D | +4.8% | -6.6% | +11.5% | +6.2% |
| 3M | -15.9% | +31.4% | -47.2% | -24.0% |
| 6M | -17.4% | +35.2% | -52.6% | -25.2% |
| YTD | -32.4% | +5.8% | -38.2% | -37.4% |
| 1Y | -49.3% | +38.7% | -88.0% | -54.2% |
| All | -49.3% | +40.7% | -89.9% | -54.2% |
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