+179.1%
SOUN vs MDY
+47.3%
+131.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.1% | -0.7% |
| 7D | -6.8% | -2.5% | -4.3% | -0.6% |
| 30D | -15.2% | -5.0% | -10.2% | -3.5% |
| 3M | -7.0% | +0.5% | -7.4% | -7.6% |
| 6M | -20.5% | +8.0% | -28.5% | -34.6% |
| YTD | -37.0% | +12.2% | -49.2% | -52.5% |
| 1Y | -55.3% | +14.0% | -69.3% | -67.4% |
| All | +179.1% | +47.3% | +131.8% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 3y: compounded portfolio wealth divided by compounded MDY 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…
3y analysis · Full analysis span regression · 6 months rolling