+178.2%
SOUN vs FRSH
-46.4%
+224.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -7.1% | -6.6% | -0.5% | -2.8% |
| 30D | -15.4% | +2.1% | -17.5% | -17.3% |
| 3M | -10.6% | +29.0% | -39.5% | -27.9% |
| 6M | -19.6% | +48.6% | -68.3% | -41.9% |
| YTD | -37.2% | -2.9% | -34.3% | -39.2% |
| 1Y | -57.1% | -7.9% | -49.2% | -56.9% |
| 3Y | +178.2% | -46.5% | +224.7% | +332.4% |
| All | +178.2% | -46.4% | +224.6% | +332.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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