-71.4%
SOUN vs MOS
-16.2%
-55.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +17.4% | -12.5% | +0.7% |
| 7D | -2.7% | +17.9% | -20.7% | -6.7% |
| 30D | -26.5% | +1.6% | -28.1% | -27.1% |
| 3M | -33.6% | -4.0% | -29.6% | -33.7% |
| 6M | -54.4% | -4.1% | -50.3% | -54.6% |
| YTD | -56.7% | -7.8% | -48.9% | -57.0% |
| 1Y | -71.4% | -15.6% | -55.9% | -70.2% |
| All | -71.4% | -16.2% | -55.2% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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