-77.5%
SOUN vs IRE
-97.2%
+19.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +39.6% | -43.1% | -8.2% |
| 7D | -2.6% | -27.2% | +24.6% | -1.4% |
| 30D | -27.0% | -75.1% | +48.1% | -16.4% |
| 3M | -41.9% | -77.9% | +35.9% | -34.1% |
| 6M | -56.1% | -94.6% | +38.4% | -44.8% |
| YTD | -58.8% | -91.5% | +32.8% | -56.8% |
| 1Y | -71.1% | -97.8% | +26.7% | -64.4% |
| All | -77.5% | -97.2% | +19.8% | -74.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling