-71.4%
SOUN vs FTV
+37.8%
-109.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.6% | +4.3% |
| 7D | -2.7% | +6.6% | -9.3% | -4.2% |
| 30D | -26.5% | +19.1% | -45.6% | -29.6% |
| 3M | -33.6% | +13.1% | -46.7% | -35.6% |
| 6M | -54.4% | +14.0% | -68.4% | -55.5% |
| YTD | -56.7% | +24.2% | -80.9% | -59.2% |
| 1Y | -71.4% | +36.4% | -107.8% | -72.6% |
| All | -71.4% | +37.8% | -109.2% | -72.6% |
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