-13.6%
SOUN vs MDY
+54.3%
-67.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | +0.7% |
| 7D | -4.4% | -0.8% | -3.7% | -3.0% |
| 30D | -13.1% | -3.9% | -9.3% | -6.0% |
| 3M | -7.7% | 0.0% | -7.6% | -7.0% |
| 6M | -21.2% | +8.5% | -29.7% | -32.5% |
| YTD | -35.0% | +13.2% | -48.2% | -48.3% |
| 1Y | -56.4% | +15.0% | -71.4% | -65.9% |
| 3Y | +181.7% | +49.6% | +132.2% | +59.7% |
| All | -13.6% | +54.3% | -67.9% | -44.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling