-48.4%
SOUN vs IR
+93.2%
-141.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.3% | -3.5% |
| 7D | -6.1% | +1.5% | -7.6% | -7.5% |
| 30D | -28.2% | +9.0% | -37.2% | -33.8% |
| 3M | -48.1% | -0.9% | -47.3% | -48.4% |
| 6M | -56.4% | +13.4% | -69.8% | -62.4% |
| YTD | -61.2% | +8.5% | -69.6% | -66.3% |
| 1Y | -73.1% | +11.3% | -84.4% | -77.4% |
| 3Y | +116.2% | +26.0% | +90.2% | +79.6% |
| All | -48.4% | +93.2% | -141.6% | -69.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling