-10.1%
SOUN vs FE
+25.4%
-35.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | -0.1% |
| 7D | -5.2% | +1.9% | -7.1% | -5.0% |
| 30D | +4.8% | -1.2% | +6.0% | +4.7% |
| 3M | -15.9% | +3.5% | -19.3% | -15.5% |
| 6M | -17.4% | -6.1% | -11.3% | -17.5% |
| YTD | -32.4% | +7.6% | -40.0% | -32.0% |
| 1Y | -49.3% | +11.9% | -61.2% | -48.8% |
| 3Y | +167.5% | +48.4% | +119.0% | +172.8% |
| All | -10.1% | +25.4% | -35.6% | +39.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling