-71.4%
SOUN vs IR
+11.7%
-83.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.4% | +5.3% | +5.0% |
| 7D | -2.7% | +11.6% | -14.3% | -5.6% |
| 30D | -26.5% | +7.2% | -33.7% | -27.9% |
| 3M | -33.6% | -5.9% | -27.8% | -32.5% |
| 6M | -54.4% | +11.5% | -65.8% | -56.4% |
| YTD | -56.7% | +6.3% | -63.0% | -58.8% |
| 1Y | -71.4% | +9.1% | -80.5% | -73.6% |
| All | -71.4% | +11.7% | -83.2% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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