+108.6%
SOUN vs MSFU
+71.2%
+37.4%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.2% |
| 7D | -6.8% | -6.9% | +0.1% | -3.7% |
| 30D | -15.2% | -5.1% | -10.1% | -13.4% |
| 3M | -7.0% | +44.6% | -51.6% | -24.7% |
| 6M | -20.5% | +32.8% | -53.3% | -32.7% |
| YTD | -37.0% | -10.1% | -27.0% | -37.2% |
| 1Y | -55.3% | -19.4% | -35.9% | -53.4% |
| 3Y | +173.0% | +26.2% | +146.9% | +137.2% |
| All | +108.6% | +71.2% | +37.4% | +115.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling