-16.3%
SOUN vs FRSH
-33.8%
+17.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.8% |
| 7D | -6.8% | -11.2% | +4.3% | -0.4% |
| 30D | -15.2% | -0.8% | -14.4% | -15.4% |
| 3M | -7.0% | +26.4% | -33.4% | -21.2% |
| 6M | -20.5% | +48.4% | -68.9% | -38.9% |
| YTD | -37.0% | -3.1% | -33.9% | -38.8% |
| 1Y | -55.3% | -8.7% | -46.6% | -55.1% |
| 3Y | +173.0% | -45.8% | +218.8% | +259.8% |
| All | -16.3% | -33.8% | +17.6% | -8.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling