-71.4%
SOUN vs EXR
+28.1%
-99.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.1% | +1.8% | +4.5% |
| 7D | -2.7% | +11.3% | -14.0% | -3.7% |
| 30D | -26.5% | +21.2% | -47.7% | -28.0% |
| 3M | -33.6% | +8.7% | -42.4% | -34.6% |
| 6M | -54.4% | +18.2% | -72.6% | -56.4% |
| YTD | -56.7% | +27.9% | -84.6% | -59.8% |
| 1Y | -71.4% | +28.3% | -99.8% | -73.7% |
| All | -71.4% | +28.1% | -99.5% | -73.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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