-73.1%
SOUN vs MAS
+39.0%
-112.1%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -4.1% |
| 7D | -6.1% | +3.6% | -9.7% | -7.1% |
| 30D | -28.2% | +23.8% | -52.0% | -32.9% |
| 3M | -48.1% | +14.4% | -62.5% | -50.4% |
| 6M | -56.4% | +19.7% | -76.2% | -58.6% |
| YTD | -61.2% | +36.0% | -97.1% | -66.1% |
| 1Y | -73.1% | +40.4% | -113.5% | -76.8% |
| All | -73.1% | +39.0% | -112.1% | -76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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