-10.1%
SOUN vs MOS
-55.5%
+45.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.4% | -0.5% |
| 7D | -5.2% | +9.5% | -14.7% | -8.3% |
| 30D | +4.8% | +10.4% | -5.6% | +0.9% |
| 3M | -15.9% | +12.9% | -28.7% | -19.9% |
| 6M | -17.4% | +1.2% | -18.6% | -19.3% |
| YTD | -32.4% | +9.3% | -41.7% | -36.0% |
| 1Y | -49.3% | -18.0% | -31.3% | -46.7% |
| 3Y | +167.5% | -29.0% | +196.5% | +183.1% |
| All | -10.1% | -55.5% | +45.4% | +18.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling