-71.4%
SOUN vs MAS
+38.5%
-110.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -15.1% | +3.0% | -18.1% | -15.8% |
| 30D | -23.0% | +22.4% | -45.4% | -27.7% |
| 3M | -53.3% | +14.5% | -67.8% | -55.3% |
| 6M | -58.6% | +27.1% | -85.7% | -61.2% |
| YTD | -65.0% | +35.8% | -100.8% | -69.2% |
| 1Y | -71.4% | +39.4% | -110.8% | -75.0% |
| All | -71.4% | +38.5% | -110.0% | -75.0% |
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