-47.9%
SOUN vs MSI
+158.7%
-206.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.5% | -0.5% | -0.1% |
| 7D | -9.5% | +7.7% | -17.2% | -14.8% |
| 30D | -21.3% | +19.9% | -41.2% | -32.1% |
| 3M | -47.2% | +14.9% | -62.2% | -52.9% |
| 6M | -53.7% | +37.2% | -91.0% | -64.5% |
| YTD | -60.8% | +40.8% | -101.6% | -71.3% |
| 1Y | -70.9% | +38.1% | -109.0% | -78.3% |
| 3Y | +118.4% | +77.7% | +40.7% | +34.5% |
| All | -47.9% | +158.7% | -206.5% | -79.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling