-16.5%
SOUN vs INDA
+10.6%
-27.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -1.6% |
| 7D | -7.1% | -2.7% | -4.4% | -3.5% |
| 30D | -15.4% | -2.8% | -12.6% | -12.0% |
| 3M | -10.6% | +1.6% | -12.2% | -12.2% |
| 6M | -19.6% | -1.4% | -18.2% | -17.1% |
| YTD | -37.2% | -10.1% | -27.1% | -27.1% |
| 1Y | -57.1% | -8.8% | -48.3% | -51.2% |
| 3Y | +178.2% | +7.6% | +170.6% | +162.5% |
| All | -16.5% | +10.6% | -27.1% | +11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling