+75.4%
SOUN vs IP
+18.8%
+56.6%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.4% | -4.5% | -3.7% |
| 7D | -15.1% | -0.3% | -14.8% | -15.0% |
| 30D | -23.0% | +7.9% | -30.9% | -25.6% |
| 3M | -53.3% | -15.3% | -38.0% | -50.1% |
| 6M | -58.6% | +10.5% | -69.1% | -61.2% |
| YTD | -65.0% | -9.4% | -55.6% | -64.6% |
| 1Y | -71.4% | -4.6% | -66.8% | -72.0% |
| 3Y | +75.4% | +21.2% | +54.1% | +44.4% |
| All | +75.4% | +18.8% | +56.6% | +44.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling