-56.4%
SOUN vs MDB
+10.8%
-67.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.0% | -1.6% |
| 7D | -4.4% | -4.5% | +0.1% | -2.9% |
| 30D | -13.1% | -14.0% | +0.9% | -9.1% |
| 3M | -7.7% | +5.3% | -13.0% | -10.6% |
| 6M | -21.2% | +31.9% | -53.1% | -30.5% |
| YTD | -35.0% | -14.6% | -20.4% | -38.6% |
| 1Y | -56.4% | +8.2% | -64.6% | -58.6% |
| All | -56.4% | +10.8% | -67.1% | -58.6% |
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