-45.2%
SOUN vs FN
+230.9%
-276.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +11.7% | -15.2% | -7.4% |
| 7D | -2.6% | 0.0% | -2.6% | -4.0% |
| 30D | -27.0% | -34.3% | +7.3% | -16.9% |
| 3M | -41.9% | -39.9% | -2.1% | -33.2% |
| 6M | -56.1% | -51.8% | -4.3% | -46.8% |
| YTD | -58.8% | -28.1% | -30.6% | -58.8% |
| 1Y | -71.1% | -29.1% | -42.0% | -71.2% |
| 3Y | +130.9% | +102.4% | +28.5% | +52.5% |
| All | -45.2% | +230.9% | -276.1% | -65.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling