-71.4%
SOUN vs MGY
+8.9%
-80.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.2% | +10.1% | +3.9% |
| 7D | -2.7% | -12.1% | +9.4% | -4.9% |
| 30D | -26.5% | -2.6% | -23.9% | -26.7% |
| 3M | -33.6% | -4.2% | -29.4% | -33.7% |
| 6M | -54.4% | -23.9% | -30.5% | -55.0% |
| YTD | -56.7% | +8.8% | -65.5% | -61.9% |
| 1Y | -71.4% | +9.5% | -80.9% | -75.2% |
| All | -71.4% | +8.9% | -80.4% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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