-71.4%
SOUN vs MSFU
-2.2%
-69.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +13.5% | -8.6% | -0.8% |
| 7D | -2.7% | +8.2% | -10.9% | -6.1% |
| 30D | -26.5% | +10.2% | -36.7% | -29.8% |
| 3M | -33.6% | +22.9% | -56.5% | -39.8% |
| 6M | -54.4% | +63.2% | -117.6% | -63.7% |
| YTD | -56.7% | +11.7% | -68.4% | -64.3% |
| 1Y | -71.4% | -3.5% | -68.0% | -76.0% |
| All | -71.4% | -2.2% | -69.2% | -76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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