-49.3%
SOUN vs IJR
+25.5%
-74.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.7% |
| 7D | -5.2% | -0.2% | -5.0% | -4.9% |
| 30D | +4.8% | -2.4% | +7.2% | +10.1% |
| 3M | -15.9% | +3.9% | -19.8% | -21.7% |
| 6M | -17.4% | +12.4% | -29.8% | -35.1% |
| YTD | -32.4% | +21.5% | -53.9% | -54.2% |
| 1Y | -49.3% | +24.0% | -73.3% | -66.5% |
| All | -49.3% | +25.5% | -74.8% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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