-53.5%
SOUN vs MDB
-9.7%
-43.7%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.4% | -2.5% |
| 7D | -15.1% | +6.8% | -21.9% | -17.0% |
| 30D | -23.0% | -6.2% | -16.8% | -21.9% |
| 3M | -53.3% | -29.2% | -24.1% | -48.8% |
| 6M | -58.6% | +10.3% | -68.8% | -61.3% |
| YTD | -65.0% | -20.4% | -44.6% | -64.4% |
| 1Y | -71.4% | -4.8% | -66.6% | -72.8% |
| 3Y | +75.4% | -11.6% | +87.0% | +56.4% |
| All | -53.5% | -9.7% | -43.7% | -54.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling