-55.3%
SOUN vs IRM
+20.9%
-76.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.1% | -2.0% |
| 7D | -6.8% | -1.8% | -5.0% | -5.9% |
| 30D | -15.2% | -7.8% | -7.5% | -11.7% |
| 3M | -7.0% | -7.9% | +0.9% | -4.2% |
| 6M | -20.5% | +6.3% | -26.8% | -28.3% |
| YTD | -37.0% | +38.2% | -75.2% | -55.2% |
| 1Y | -55.3% | +19.8% | -75.1% | -63.0% |
| All | -55.3% | +20.9% | -76.2% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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