-49.3%
SOUN vs MSCI
+4.9%
-54.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -5.2% | +0.4% | -5.6% | -5.3% |
| 30D | +4.8% | +0.6% | +4.3% | +4.6% |
| 3M | -15.9% | -7.1% | -8.8% | -14.7% |
| 6M | -17.4% | +0.8% | -18.2% | -19.4% |
| YTD | -32.4% | +1.0% | -33.4% | -34.1% |
| 1Y | -49.3% | +4.3% | -53.6% | -50.2% |
| All | -49.3% | +4.9% | -54.2% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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