-61.2%
SOUN vs FRMI
-78.1%
+16.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.0% | -2.4% | -0.6% |
| 7D | -7.1% | +7.4% | -14.5% | -8.3% |
| 30D | -15.4% | -27.6% | +12.2% | -11.6% |
| 3M | -10.6% | -20.9% | +10.3% | -9.3% |
| 6M | -19.6% | -36.6% | +17.0% | -18.2% |
| YTD | -37.2% | -31.3% | -6.0% | -37.7% |
| All | -61.2% | -78.1% | +16.9% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FRMI.
Daily Out/Under-Performance
Portfolio return minus FRMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRMI 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 FRMI 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