-63.0%
SOUN vs IRE
-84.4%
+21.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +14.0% | -14.0% | -1.9% |
| 7D | -5.2% | +54.8% | -60.0% | -11.0% |
| 30D | +4.8% | +18.4% | -13.6% | +0.7% |
| 3M | -15.9% | -66.7% | +50.9% | -9.6% |
| 6M | -17.4% | -52.3% | +34.9% | -21.8% |
| YTD | -32.4% | -52.3% | +19.9% | -40.4% |
| All | -63.0% | -84.4% | +21.4% | -64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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