-12.4%
SOUN vs FND
-42.3%
+29.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.6% | +2.1% | +0.2% |
| 7D | -4.1% | +0.4% | -4.5% | -4.4% |
| 30D | -18.1% | -23.6% | +5.5% | -4.1% |
| 3M | -12.3% | +4.3% | -16.6% | -17.5% |
| 6M | -18.6% | -20.3% | +1.7% | -9.8% |
| YTD | -34.1% | -21.3% | -12.8% | -26.7% |
| 1Y | -57.0% | -45.4% | -11.7% | -40.3% |
| 3Y | +185.7% | -48.9% | +234.5% | +286.8% |
| All | -12.4% | -42.3% | +29.9% | +23.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling