-56.9%
SOUN vs FIGR
+1.6%
-58.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +1.0% | -2.2% |
| 7D | -6.8% | +1.0% | -7.8% | -7.1% |
| 30D | -15.2% | +31.4% | -46.6% | -21.2% |
| 3M | -7.0% | +30.3% | -37.2% | -13.8% |
| 6M | -20.5% | -7.6% | -12.9% | -21.3% |
| YTD | -37.0% | -10.5% | -26.6% | -40.8% |
| All | -56.9% | +1.6% | -58.5% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 5y: compounded portfolio wealth divided by compounded FIGR 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…
5y analysis · Full analysis span regression · 6 months rolling