+188.0%
SOUN vs MUB
+8.2%
+179.8%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | +0.6% |
| 7D | -4.4% | -0.7% | -3.7% | -1.9% |
| 30D | -13.1% | -2.0% | -11.2% | -6.4% |
| 3M | -7.7% | -2.5% | -5.2% | +1.9% |
| 6M | -21.2% | -2.3% | -18.8% | -13.3% |
| YTD | -35.0% | -1.3% | -33.7% | -30.9% |
| 1Y | -56.4% | +1.1% | -57.5% | -57.3% |
| All | +188.0% | +8.2% | +179.8% | +104.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling