-71.4%
SOUN vs MKTX
+5.4%
-76.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | -2.7% | +0.5% | -3.2% | -2.8% |
| 30D | -26.5% | +1.0% | -27.5% | -26.6% |
| 3M | -33.6% | +2.5% | -36.1% | -33.9% |
| 6M | -54.4% | +8.0% | -62.4% | -56.9% |
| YTD | -56.7% | -7.3% | -49.4% | -59.2% |
| 1Y | -71.4% | +4.7% | -76.1% | -73.1% |
| All | -71.4% | +5.4% | -76.8% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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