-16.3%
SOUN vs MUB
+9.1%
-25.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -1.5% |
| 7D | -6.8% | -1.2% | -5.6% | -4.3% |
| 30D | -15.2% | -2.8% | -12.5% | -10.1% |
| 3M | -7.0% | -3.1% | -3.9% | -0.5% |
| 6M | -20.5% | -2.9% | -17.6% | -15.1% |
| YTD | -37.0% | -2.0% | -35.0% | -33.7% |
| 1Y | -55.3% | 0.0% | -55.3% | -54.5% |
| 3Y | +173.0% | +7.4% | +165.6% | +154.8% |
| All | -16.3% | +9.1% | -25.4% | -17.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling