-55.3%
SOUN vs EXPE
+28.4%
-83.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -3.5% |
| 7D | -6.8% | -8.7% | +1.8% | -4.8% |
| 30D | -15.2% | -13.6% | -1.6% | -12.3% |
| 3M | -7.0% | +26.6% | -33.6% | -15.4% |
| 6M | -20.5% | +19.9% | -40.5% | -25.9% |
| YTD | -37.0% | -1.7% | -35.3% | -40.6% |
| 1Y | -55.3% | +29.4% | -84.7% | -58.9% |
| All | -55.3% | +28.4% | -83.7% | -58.9% |
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