-71.4%
SOUN vs FTI
+57.1%
-128.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -3.4% | +8.2% | +5.3% |
| 7D | -2.7% | -9.7% | +7.0% | -1.2% |
| 30D | -26.5% | -8.2% | -18.3% | -25.6% |
| 3M | -33.6% | -7.8% | -25.8% | -33.2% |
| 6M | -54.4% | -13.4% | -41.0% | -53.0% |
| YTD | -56.7% | +45.1% | -101.7% | -71.3% |
| 1Y | -71.4% | +54.6% | -126.0% | -84.0% |
| All | -71.4% | +57.1% | -128.6% | -84.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 1y: compounded portfolio wealth divided by compounded FTI 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…
1y analysis · Full analysis span regression · 6 months rolling