-12.4%
SOUN vs MSCI
+36.4%
-48.8%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.8% | +1.3% | -0.9% |
| 7D | -4.1% | -2.1% | -2.0% | -3.2% |
| 30D | -18.1% | -1.7% | -16.3% | -17.5% |
| 3M | -12.3% | -8.2% | -4.1% | -10.0% |
| 6M | -18.6% | -2.4% | -16.1% | -18.7% |
| YTD | -34.1% | -2.8% | -31.3% | -34.3% |
| 1Y | -57.0% | -2.7% | -54.4% | -57.4% |
| 3Y | +185.7% | +7.3% | +178.3% | +171.1% |
| All | -12.4% | +36.4% | -48.8% | -28.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling