-13.6%
SOUN vs MET
+62.2%
-75.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | -4.4% | -0.8% | -3.7% | -3.8% |
| 30D | -13.1% | -1.4% | -11.8% | -12.2% |
| 3M | -7.7% | +12.5% | -20.2% | -19.7% |
| 6M | -21.2% | +37.1% | -58.3% | -45.0% |
| YTD | -35.0% | +23.8% | -58.8% | -49.7% |
| 1Y | -56.4% | +24.1% | -80.5% | -66.5% |
| 3Y | +181.7% | +65.2% | +116.5% | +65.3% |
| All | -13.6% | +62.2% | -75.8% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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