-53.5%
SOUN vs FE
+27.3%
-80.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.1% | -4.1% | -2.9% |
| 7D | -15.1% | +1.2% | -16.3% | -15.0% |
| 30D | -23.0% | +4.5% | -27.5% | -22.5% |
| 3M | -53.3% | +1.3% | -54.7% | -53.2% |
| 6M | -58.6% | +8.7% | -67.2% | -58.2% |
| YTD | -65.0% | +9.2% | -74.2% | -64.7% |
| 1Y | -71.4% | +7.0% | -78.4% | -71.2% |
| 3Y | +75.4% | +51.4% | +24.0% | +79.3% |
| All | -53.5% | +27.3% | -80.8% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling