-64.5%
SOUN vs IRE
-84.0%
+19.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.8% | +5.4% | -0.5% |
| 7D | -4.4% | +29.0% | -33.5% | -7.9% |
| 30D | -13.1% | +24.2% | -37.4% | -17.2% |
| 3M | -7.7% | -53.2% | +45.5% | -4.8% |
| 6M | -21.2% | -36.0% | +14.9% | -28.2% |
| YTD | -35.0% | -51.0% | +16.0% | -42.9% |
| All | -64.5% | -84.0% | +19.6% | -65.6% |
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