+130.9%
SOUN vs IP
+13.9%
+117.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.4% | -3.9% |
| 7D | -2.6% | -5.1% | +2.5% | -0.5% |
| 30D | -27.0% | +8.5% | -35.5% | -29.7% |
| 3M | -41.9% | -13.8% | -28.1% | -38.3% |
| 6M | -56.1% | +5.7% | -61.9% | -58.1% |
| YTD | -58.8% | -9.1% | -49.7% | -58.4% |
| 1Y | -71.1% | -0.8% | -70.3% | -72.2% |
| 3Y | +130.9% | +14.8% | +116.1% | +109.9% |
| All | +130.9% | +13.9% | +117.0% | +109.9% |
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