+75.4%
SOUN vs FND
-39.5%
+114.9%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.8% | -1.8% |
| 7D | -15.1% | -6.8% | -8.3% | -11.6% |
| 30D | -23.0% | +8.0% | -30.9% | -26.8% |
| 3M | -53.3% | -18.9% | -34.4% | -47.9% |
| 6M | -58.6% | +4.7% | -63.2% | -61.6% |
| YTD | -65.0% | -21.6% | -43.4% | -61.2% |
| 1Y | -71.4% | -22.0% | -49.4% | -68.4% |
| 3Y | +75.4% | -40.4% | +115.8% | +57.5% |
| All | +75.4% | -39.5% | +114.9% | +57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling