+188.0%
SOUN vs FTV
-3.3%
+191.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.1% | 0.0% |
| 7D | -4.4% | -1.3% | -3.1% | -3.1% |
| 30D | -13.1% | -9.5% | -3.6% | -3.2% |
| 3M | -7.7% | -10.9% | +3.2% | +3.8% |
| 6M | -21.2% | -0.6% | -20.5% | -23.7% |
| YTD | -35.0% | +1.4% | -36.4% | -40.6% |
| 1Y | -56.4% | +17.6% | -74.0% | -68.8% |
| All | +188.0% | -3.3% | +191.3% | +223.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling