-71.4%
SOUN vs IP
+2.3%
-73.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.5% | +3.3% | +4.4% |
| 7D | -2.7% | +3.4% | -6.1% | -3.8% |
| 30D | -26.5% | +11.2% | -37.8% | -28.9% |
| 3M | -33.6% | -14.8% | -18.9% | -31.3% |
| 6M | -54.4% | +17.3% | -71.7% | -57.1% |
| YTD | -56.7% | -6.2% | -50.5% | -57.3% |
| 1Y | -71.4% | +2.3% | -73.8% | -72.8% |
| All | -71.4% | +2.3% | -73.7% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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