-13.6%
SOUN vs FIVN
-70.1%
+56.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.8% | +1.4% | +0.1% |
| 7D | -4.4% | -9.6% | +5.2% | +0.8% |
| 30D | -13.1% | -11.9% | -1.2% | -7.5% |
| 3M | -7.7% | +40.1% | -47.8% | -25.8% |
| 6M | -21.2% | +68.3% | -89.5% | -43.7% |
| YTD | -35.0% | +51.5% | -86.5% | -51.7% |
| 1Y | -56.4% | +15.1% | -71.5% | -62.3% |
| 3Y | +181.7% | -55.6% | +237.3% | +268.5% |
| All | -13.6% | -70.1% | +56.5% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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