-71.4%
SOUN vs MSI
+28.6%
-100.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.2% | +3.6% | +4.4% |
| 7D | -2.7% | +2.8% | -5.5% | -3.7% |
| 30D | -26.5% | +9.1% | -35.7% | -29.1% |
| 3M | -33.6% | +12.5% | -46.2% | -36.7% |
| 6M | -54.4% | +14.2% | -68.6% | -56.5% |
| YTD | -56.7% | +30.7% | -87.4% | -59.4% |
| 1Y | -71.4% | +27.5% | -99.0% | -70.6% |
| All | -71.4% | +28.6% | -100.0% | -70.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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