+35.5%
SOUN vs MSTZ
-99.2%
+134.7%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +8.2% | -10.7% | -0.9% |
| 7D | -4.1% | -25.4% | +21.3% | -8.3% |
| 30D | -18.1% | -60.9% | +42.8% | -29.7% |
| 3M | -12.3% | -54.2% | +41.9% | -17.6% |
| 6M | -18.6% | -65.0% | +46.4% | -22.6% |
| YTD | -34.1% | -76.5% | +42.4% | -36.0% |
| 1Y | -57.0% | -23.4% | -33.6% | -43.5% |
| All | +35.5% | -99.2% | +134.7% | +32.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MSTZ 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling