-13.6%
SOUN vs FITB
+64.8%
-78.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.9% |
| 7D | -4.4% | -0.4% | -4.0% | -4.1% |
| 30D | -13.1% | -5.1% | -8.0% | -9.6% |
| 3M | -7.7% | +3.5% | -11.2% | -11.4% |
| 6M | -21.2% | +17.2% | -38.4% | -32.6% |
| YTD | -35.0% | +17.6% | -52.6% | -45.1% |
| 1Y | -56.4% | +23.4% | -79.7% | -64.9% |
| 3Y | +181.7% | +129.7% | +52.0% | +39.3% |
| All | -13.6% | +64.8% | -78.4% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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