-49.3%
SOUN vs FTV
+21.5%
-70.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.3% |
| 7D | -5.2% | -4.6% | -0.6% | -3.9% |
| 30D | +4.8% | -7.2% | +12.0% | +7.2% |
| 3M | -15.9% | -7.3% | -8.6% | -13.6% |
| 6M | -17.4% | -1.6% | -15.8% | -18.0% |
| YTD | -32.4% | +3.3% | -35.7% | -33.3% |
| 1Y | -49.3% | +20.2% | -69.5% | -54.0% |
| All | -49.3% | +21.5% | -70.8% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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