-53.5%
SOUN vs OPEN
-82.6%
+29.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.6% | +0.6% | -2.0% |
| 7D | -15.1% | -15.0% | -0.1% | -11.1% |
| 30D | -23.0% | -40.2% | +17.2% | -12.0% |
| 3M | -53.3% | -67.4% | +14.1% | -36.9% |
| 6M | -58.6% | -74.0% | +15.5% | -41.0% |
| YTD | -65.0% | -79.6% | +14.6% | -47.0% |
| 1Y | -71.4% | -86.1% | +14.7% | -52.5% |
| 3Y | +75.4% | -41.4% | +116.8% | +13.6% |
| All | -53.5% | -82.6% | +29.1% | -47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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