-71.4%
SOUN vs MRSH
+20.0%
-91.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.3% | +1.5% | +5.8% |
| 7D | -2.7% | +9.4% | -12.1% | -0.1% |
| 30D | -26.5% | +23.4% | -50.0% | -21.6% |
| 3M | -33.6% | +9.9% | -43.5% | -32.3% |
| 6M | -54.4% | +26.0% | -80.4% | -51.1% |
| YTD | -56.7% | +15.2% | -71.9% | -55.7% |
| 1Y | -71.4% | +18.4% | -89.9% | -70.1% |
| All | -71.4% | +20.0% | -91.5% | -70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 MRSH 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