-49.3%
SOUN vs MDB
+18.3%
-67.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.1% | +1.4% |
| 7D | -5.2% | -17.4% | +12.2% | +0.9% |
| 30D | +4.8% | -2.0% | +6.8% | +4.7% |
| 3M | -15.9% | -3.0% | -12.8% | -16.0% |
| 6M | -17.4% | +48.7% | -66.1% | -29.2% |
| YTD | -32.4% | -12.1% | -20.3% | -36.7% |
| 1Y | -49.3% | +14.5% | -63.8% | -51.7% |
| All | -49.3% | +18.3% | -67.6% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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