+178.2%
SOUN vs MKSI
+190.8%
-12.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -1.6% |
| 7D | -7.1% | +2.7% | -9.8% | -8.7% |
| 30D | -15.4% | -12.8% | -2.6% | -8.9% |
| 3M | -10.6% | -22.5% | +11.9% | -1.1% |
| 6M | -19.6% | +19.4% | -39.0% | -36.1% |
| YTD | -37.2% | +67.7% | -104.9% | -62.4% |
| 1Y | -57.1% | +131.4% | -188.5% | -80.6% |
| 3Y | +178.2% | +197.3% | -19.1% | -0.9% |
| All | +178.2% | +190.8% | -12.6% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 3y: compounded portfolio wealth divided by compounded MKSI 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…
3y analysis · Full analysis span regression · 6 months rolling