+134.1%
SOUN vs IP
+20.2%
+113.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.9% | -4.4% | -2.7% |
| 7D | -1.0% | -3.0% | +2.1% | +0.2% |
| 30D | -24.9% | +10.6% | -35.5% | -28.2% |
| 3M | -49.5% | -13.6% | -35.9% | -46.5% |
| 6M | -54.4% | +10.4% | -64.8% | -57.3% |
| YTD | -59.4% | -6.5% | -52.9% | -59.5% |
| 1Y | -71.4% | -2.1% | -69.2% | -72.2% |
| 3Y | +134.1% | +22.0% | +112.1% | +109.6% |
| All | +134.1% | +20.2% | +113.9% | +109.6% |
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