-16.3%
SOUN vs LEN
+11.4%
-27.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.5% | +0.5% | -1.3% |
| 7D | -6.8% | -7.8% | +0.9% | -3.1% |
| 30D | -15.2% | -11.0% | -4.2% | -10.4% |
| 3M | -7.0% | -12.8% | +5.8% | -1.3% |
| 6M | -20.5% | -20.2% | -0.3% | -12.2% |
| YTD | -37.0% | -23.0% | -14.0% | -30.2% |
| 1Y | -55.3% | -41.8% | -13.5% | -43.0% |
| 3Y | +173.0% | -28.8% | +201.8% | +200.8% |
| All | -16.3% | +11.4% | -27.7% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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