-10.1%
SOUN vs FN
+312.1%
-322.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.1% | -1.1% |
| 7D | -5.2% | -1.7% | -3.5% | -4.6% |
| 30D | +4.8% | -22.0% | +26.8% | +13.1% |
| 3M | -15.9% | -43.0% | +27.1% | +0.5% |
| 6M | -17.4% | -27.7% | +10.3% | -12.9% |
| YTD | -32.4% | -10.5% | -21.9% | -35.8% |
| 1Y | -49.3% | +12.5% | -61.8% | -56.4% |
| 3Y | +167.5% | +153.8% | +13.7% | +68.1% |
| All | -10.1% | +312.1% | -322.2% | -45.6% |
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