-71.4%
SOUN vs MKC
-18.2%
-53.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.4% | -0.6% | +6.1% |
| 7D | -2.7% | +9.6% | -12.3% | -0.5% |
| 30D | -26.5% | +12.0% | -38.6% | -24.4% |
| 3M | -33.6% | -2.0% | -31.6% | -33.8% |
| 6M | -54.4% | +7.2% | -61.6% | -53.0% |
| YTD | -56.7% | -23.7% | -32.9% | -60.4% |
| 1Y | -71.4% | -18.3% | -53.1% | -72.5% |
| All | -71.4% | -18.2% | -53.2% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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