-53.9%
SOUN vs OPEN
-53.0%
-0.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -1.0% |
| 7D | -4.4% | -2.9% | -1.5% | -3.9% |
| 30D | -13.1% | -13.8% | +0.7% | -10.9% |
| 3M | -7.7% | -30.9% | +23.2% | -2.1% |
| 6M | -21.2% | -40.9% | +19.8% | -14.2% |
| YTD | -35.0% | -48.5% | +13.5% | -28.2% |
| All | -53.9% | -53.0% | -0.9% | -48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling