+96.5%
SOUN vs FN
+121.0%
-24.5%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.9% | -4.8% | -1.1% |
| 7D | -9.5% | +8.0% | -17.5% | -13.1% |
| 30D | -21.3% | -19.1% | -2.2% | -16.4% |
| 3M | -47.2% | -29.8% | -17.4% | -42.2% |
| 6M | -53.7% | -43.2% | -10.5% | -46.2% |
| YTD | -60.8% | -18.9% | -41.8% | -63.5% |
| 1Y | -70.9% | -17.9% | -53.0% | -73.4% |
| All | +96.5% | +121.0% | -24.5% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 3y: compounded portfolio wealth divided by compounded FN 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…
3y analysis · Full analysis span regression · 6 months rolling