-49.3%
SOUN vs IR
-1.2%
-48.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -0.4% |
| 7D | -5.2% | -2.8% | -2.4% | -4.3% |
| 30D | +4.8% | -15.1% | +20.0% | +10.3% |
| 3M | -15.9% | +6.1% | -21.9% | -19.0% |
| 6M | -17.4% | -16.8% | -0.6% | -12.6% |
| YTD | -32.4% | -3.5% | -28.9% | -33.2% |
| 1Y | -49.3% | -3.5% | -45.8% | -48.9% |
| All | -49.3% | -1.2% | -48.1% | -48.9% |
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