-71.4%
SOUN vs IJR
+24.2%
-95.6%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.3% | +3.5% | +2.4% |
| 7D | -2.7% | +2.3% | -5.0% | -6.7% |
| 30D | -26.5% | +2.8% | -29.3% | -30.1% |
| 3M | -33.6% | -4.6% | -29.0% | -27.5% |
| 6M | -54.4% | +5.7% | -60.0% | -58.9% |
| YTD | -56.7% | +19.9% | -76.6% | -69.1% |
| 1Y | -71.4% | +24.2% | -95.6% | -81.0% |
| All | -71.4% | +24.2% | -95.6% | -81.0% |
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