-48.4%
SOUN vs IP
-10.7%
-37.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -4.1% |
| 7D | -6.1% | 0.0% | -6.1% | -6.1% |
| 30D | -28.2% | +9.4% | -37.6% | -30.4% |
| 3M | -48.1% | -14.1% | -34.1% | -45.6% |
| 6M | -56.4% | +9.2% | -65.6% | -58.3% |
| YTD | -61.2% | -7.5% | -53.6% | -61.0% |
| 1Y | -73.1% | -2.8% | -70.4% | -73.6% |
| 3Y | +116.2% | +21.2% | +95.0% | +115.2% |
| All | -48.4% | -10.7% | -37.7% | -16.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling