-71.4%
SOUN vs OMC
+24.5%
-96.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.2% | -0.4% | +3.5% |
| 7D | -2.7% | +12.5% | -15.2% | -5.6% |
| 30D | -26.5% | +16.3% | -42.8% | -29.3% |
| 3M | -33.6% | +8.1% | -41.7% | -34.8% |
| 6M | -54.4% | +17.2% | -71.5% | -56.2% |
| YTD | -56.7% | +11.8% | -68.4% | -59.7% |
| 1Y | -71.4% | +23.9% | -95.4% | -72.6% |
| All | -71.4% | +24.5% | -96.0% | -72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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