-57.1%
SOUN vs MTB
+24.6%
-81.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.7% | -0.4% |
| 7D | -7.1% | 0.0% | -7.1% | -7.1% |
| 30D | -15.4% | -4.8% | -10.6% | -14.3% |
| 3M | -10.6% | +6.0% | -16.5% | -13.1% |
| 6M | -19.6% | +19.6% | -39.3% | -28.5% |
| YTD | -37.2% | +21.5% | -58.7% | -45.6% |
| 1Y | -57.1% | +24.7% | -81.8% | -64.5% |
| All | -57.1% | +24.6% | -81.7% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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