-56.4%
SOUN vs IR
-8.0%
-48.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.7% | -0.7% |
| 7D | -4.4% | -1.9% | -2.5% | -3.8% |
| 30D | -13.1% | -15.0% | +1.9% | -8.6% |
| 3M | -7.7% | -0.4% | -7.3% | -9.0% |
| 6M | -21.2% | -15.0% | -6.1% | -18.2% |
| YTD | -35.0% | -7.1% | -28.0% | -34.9% |
| 1Y | -56.4% | -7.5% | -48.8% | -55.2% |
| All | -56.4% | -8.0% | -48.4% | -55.2% |
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