-55.8%
SOUN vs FE
+12.0%
-67.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.9% |
| 7D | -4.1% | +0.6% | -4.7% | -3.7% |
| 30D | -18.1% | -2.1% | -15.9% | -18.9% |
| 3M | -12.3% | +2.6% | -14.9% | -10.6% |
| 6M | -18.6% | -6.8% | -11.8% | -19.9% |
| YTD | -34.1% | +6.9% | -41.0% | -31.6% |
| All | -55.8% | +12.0% | -67.8% | -47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling