+185.7%
SOUN vs MSFU
+29.4%
+156.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -1.2% |
| 7D | -4.1% | -3.2% | -0.9% | -2.6% |
| 30D | -18.1% | -3.1% | -14.9% | -17.1% |
| 3M | -12.3% | +35.3% | -47.6% | -29.1% |
| 6M | -18.6% | +31.6% | -50.2% | -33.4% |
| YTD | -34.1% | -9.5% | -24.6% | -33.9% |
| 1Y | -57.0% | -18.4% | -38.6% | -54.5% |
| 3Y | +185.7% | +26.9% | +158.7% | +124.8% |
| All | +185.7% | +29.4% | +156.3% | +124.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling