-60.7%
SOUN vs MDLN
+15.3%
-76.0%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +18.4% | -13.5% | +0.6% |
| 7D | -2.7% | +24.7% | -27.4% | -7.7% |
| 30D | -26.5% | +12.7% | -39.2% | -28.6% |
| 3M | -33.6% | -4.0% | -29.6% | -33.5% |
| 6M | -54.4% | -8.7% | -45.7% | -52.8% |
| YTD | -56.7% | -3.9% | -52.7% | -54.2% |
| All | -60.7% | +15.3% | -76.0% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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