-58.6%
SOUN vs FIS
-29.3%
-29.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.2% | -7.2% | -2.8% |
| 7D | -15.1% | +2.8% | -17.9% | -14.8% |
| 30D | -23.0% | -16.7% | -6.2% | -25.2% |
| 3M | -53.3% | -32.3% | -21.1% | -54.7% |
| 6M | -58.6% | -29.1% | -29.5% | -59.8% |
| All | -58.6% | -29.3% | -29.3% | -59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 6mo: compounded portfolio wealth divided by compounded FIS 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…
6mo analysis · Full analysis span regression · 6 months rolling