+179.1%
SOUN vs INDA
+6.8%
+172.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -1.3% |
| 7D | -6.8% | -3.6% | -3.2% | -1.2% |
| 30D | -15.2% | -4.0% | -11.3% | -9.7% |
| 3M | -7.0% | +1.7% | -8.7% | -8.9% |
| 6M | -20.5% | -3.6% | -16.9% | -15.0% |
| YTD | -37.0% | -11.0% | -26.0% | -24.3% |
| 1Y | -55.3% | -9.5% | -45.8% | -47.8% |
| All | +179.1% | +6.8% | +172.3% | +112.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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