-57.1%
SOUN vs OMC
+7.0%
-64.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | -0.2% |
| 7D | -7.1% | -4.4% | -2.8% | -6.1% |
| 30D | -15.4% | -7.6% | -7.8% | -13.7% |
| 3M | -10.6% | +4.5% | -15.1% | -11.6% |
| 6M | -19.6% | -0.3% | -19.4% | -19.7% |
| YTD | -37.2% | -0.1% | -37.1% | -38.8% |
| 1Y | -57.1% | +4.6% | -61.7% | -57.1% |
| All | -57.1% | +7.0% | -64.1% | -57.1% |
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