+134.1%
SOUN vs MSCI
+32.0%
+102.1%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.9% |
| 7D | -1.0% | +1.5% | -2.4% | -1.7% |
| 30D | -24.9% | +14.4% | -39.3% | -30.2% |
| 3M | -49.5% | +15.2% | -64.7% | -53.3% |
| 6M | -54.4% | +11.2% | -65.6% | -57.6% |
| YTD | -59.4% | +13.9% | -73.3% | -63.1% |
| 1Y | -71.4% | +12.5% | -83.9% | -73.8% |
| 3Y | +134.1% | +32.3% | +101.8% | +94.3% |
| All | +134.1% | +32.0% | +102.1% | +94.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling