-16.5%
SOUN vs MDY
+54.1%
-70.6%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.9% |
| 7D | -7.1% | -1.9% | -5.3% | -3.6% |
| 30D | -15.4% | -4.6% | -10.8% | -7.0% |
| 3M | -10.6% | -1.2% | -9.3% | -7.8% |
| 6M | -19.6% | +9.2% | -28.8% | -32.1% |
| YTD | -37.2% | +13.1% | -50.3% | -49.9% |
| 1Y | -57.1% | +13.0% | -70.1% | -65.3% |
| 3Y | +178.2% | +49.2% | +129.0% | +58.3% |
| All | -16.5% | +54.1% | -70.6% | -46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling