-12.4%
SOUN vs IBN
+59.0%
-71.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | 0.0% | -0.7% |
| 7D | -4.1% | -2.2% | -1.9% | -2.6% |
| 30D | -18.1% | -2.3% | -15.8% | -16.7% |
| 3M | -12.3% | +15.9% | -28.1% | -21.5% |
| 6M | -18.6% | +5.6% | -24.2% | -21.9% |
| YTD | -34.1% | -0.1% | -34.0% | -34.6% |
| 1Y | -57.0% | -6.5% | -50.5% | -55.6% |
| 3Y | +185.7% | +29.3% | +156.3% | +127.0% |
| All | -12.4% | +59.0% | -71.4% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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