+130.9%
SOUN vs MLM
+18.7%
+112.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.7% | -1.9% |
| 7D | -2.6% | -4.1% | +1.5% | +0.9% |
| 30D | -27.0% | +8.2% | -35.2% | -32.5% |
| 3M | -41.9% | -3.6% | -38.4% | -40.4% |
| 6M | -56.1% | -15.6% | -40.6% | -50.0% |
| YTD | -58.8% | -16.4% | -42.3% | -53.5% |
| 1Y | -71.1% | -14.3% | -56.8% | -68.5% |
| 3Y | +130.9% | +19.3% | +111.6% | +95.2% |
| All | +130.9% | +18.7% | +112.2% | +95.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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