-56.4%
SOUN vs LII
-33.3%
-23.0%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +1.1% | -0.6% |
| 7D | -4.4% | +0.5% | -4.9% | -4.6% |
| 30D | -13.1% | -11.2% | -1.9% | -9.7% |
| 3M | -7.7% | -28.8% | +21.1% | +2.5% |
| 6M | -21.2% | -26.9% | +5.8% | -15.2% |
| YTD | -35.0% | -22.2% | -12.8% | -33.2% |
| 1Y | -56.4% | -32.0% | -24.4% | -51.2% |
| All | -56.4% | -33.3% | -23.0% | -51.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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