-16.5%
SOUN vs FND
-43.0%
+26.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.9% |
| 7D | -7.1% | -5.8% | -1.4% | -3.8% |
| 30D | -15.4% | -20.2% | +4.8% | -3.5% |
| 3M | -10.6% | -12.0% | +1.4% | -5.7% |
| 6M | -19.6% | -18.5% | -1.1% | -12.2% |
| YTD | -37.2% | -22.3% | -15.0% | -29.6% |
| 1Y | -57.1% | -47.6% | -9.4% | -38.8% |
| 3Y | +178.2% | -49.8% | +228.0% | +280.8% |
| All | -16.5% | -43.0% | +26.5% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling