-53.5%
SOUN vs MOS
-62.0%
+8.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.7% | -3.8% | -3.3% |
| 7D | -15.1% | -2.0% | -13.1% | -14.5% |
| 30D | -23.0% | +15.3% | -38.3% | -26.9% |
| 3M | -53.3% | +1.5% | -54.8% | -54.0% |
| 6M | -58.6% | -2.0% | -56.6% | -59.0% |
| YTD | -65.0% | -6.5% | -58.5% | -65.3% |
| 1Y | -71.4% | -11.1% | -60.4% | -71.2% |
| 3Y | +75.4% | -30.3% | +105.6% | +89.4% |
| All | -53.5% | -62.0% | +8.5% | -35.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling