-16.3%
SOUN vs MGY
+30.9%
-47.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | -6.8% | +1.8% | -8.6% | -7.6% |
| 30D | -15.2% | +6.5% | -21.7% | -17.9% |
| 3M | -7.0% | +0.3% | -7.3% | -8.5% |
| 6M | -20.5% | -2.4% | -18.1% | -22.4% |
| YTD | -37.0% | +29.0% | -66.0% | -47.4% |
| 1Y | -55.3% | +17.0% | -72.3% | -60.7% |
| 3Y | +173.0% | +26.2% | +146.9% | +121.3% |
| All | -16.3% | +30.9% | -47.2% | -38.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling