+185.7%
SOUN vs IR
+8.4%
+177.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -0.9% |
| 7D | -4.1% | +0.6% | -4.7% | -4.7% |
| 30D | -18.1% | -13.6% | -4.5% | -5.7% |
| 3M | -12.3% | +3.7% | -16.0% | -18.2% |
| 6M | -18.6% | -13.1% | -5.5% | -10.3% |
| YTD | -34.1% | -5.1% | -29.0% | -36.3% |
| 1Y | -57.0% | -6.5% | -50.6% | -58.3% |
| 3Y | +185.7% | +8.5% | +177.1% | +144.8% |
| All | +185.7% | +8.4% | +177.3% | +144.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling