+178.2%
SOUN vs ONON
-8.6%
+186.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -1.5% |
| 7D | -7.1% | -2.1% | -5.0% | -6.0% |
| 30D | -15.4% | -11.6% | -3.8% | -9.2% |
| 3M | -10.6% | -30.1% | +19.5% | +6.6% |
| 6M | -19.6% | -30.5% | +10.9% | -5.2% |
| YTD | -37.2% | -41.0% | +3.8% | -18.3% |
| 1Y | -57.1% | -36.7% | -20.4% | -47.5% |
| 3Y | +178.2% | -8.6% | +186.8% | +136.6% |
| All | +178.2% | -8.6% | +186.9% | +136.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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