-71.4%
SOUN vs MSCI
+17.3%
-88.7%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.4% | -0.5% | +3.1% |
| 7D | -2.7% | +11.5% | -14.2% | -5.9% |
| 30D | -26.5% | +22.1% | -48.6% | -31.2% |
| 3M | -33.6% | +18.4% | -52.1% | -37.3% |
| 6M | -54.4% | +16.6% | -71.0% | -57.3% |
| YTD | -56.7% | +18.8% | -75.5% | -59.8% |
| 1Y | -71.4% | +19.0% | -90.4% | -73.3% |
| All | -71.4% | +17.3% | -88.7% | -73.3% |
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