+174.0%
SOUN vs MOS
-29.5%
+203.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.6% |
| 7D | -5.2% | +9.5% | -14.7% | -9.1% |
| 30D | +4.8% | +10.4% | -5.6% | -0.1% |
| 3M | -15.9% | +12.9% | -28.7% | -21.1% |
| 6M | -17.4% | +1.2% | -18.6% | -20.0% |
| YTD | -32.4% | +9.3% | -41.7% | -37.6% |
| 1Y | -49.3% | -18.0% | -31.3% | -45.4% |
| All | +174.0% | -29.5% | +203.5% | +206.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling