+80.9%
SOUN vs MSFU
+20.9%
+60.0%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.8% | -8.8% | -8.4% |
| 7D | -15.5% | -4.9% | -10.6% | -13.4% |
| 30D | -26.2% | -9.1% | -17.2% | -23.0% |
| 3M | -51.4% | +8.7% | -60.0% | -54.5% |
| 6M | -55.3% | +48.3% | -103.6% | -66.5% |
| YTD | -63.9% | -1.6% | -62.3% | -65.9% |
| 1Y | -72.8% | -13.6% | -59.2% | -72.1% |
| All | +80.9% | +20.9% | +60.0% | +49.2% |
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