-71.9%
SOUN vs FICO
-58.5%
-13.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.7% | -4.2% | -1.7% |
| 7D | -1.0% | -0.1% | -0.9% | -1.0% |
| 30D | -24.9% | +8.4% | -33.3% | -25.4% |
| 3M | -49.5% | -30.5% | -19.0% | -47.4% |
| 6M | -54.4% | -35.7% | -18.7% | -54.0% |
| YTD | -59.4% | -57.2% | -2.2% | -55.8% |
| All | -71.9% | -58.5% | -13.4% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FICO.
Daily Out/Under-Performance
Portfolio return minus FICO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FICO 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 FICO 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