-55.3%
SOUN vs FDS
-28.0%
-27.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.8% | +2.7% | -2.0% |
| 7D | -6.8% | -16.0% | +9.2% | -4.0% |
| 30D | -15.2% | -6.7% | -8.5% | -14.2% |
| 3M | -7.0% | +6.0% | -12.9% | -8.7% |
| 6M | -20.5% | +25.1% | -45.6% | -24.9% |
| YTD | -37.0% | -8.1% | -28.9% | -42.3% |
| 1Y | -55.3% | -26.0% | -29.3% | -59.3% |
| All | -55.3% | -28.0% | -27.3% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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