+75.4%
SOUN vs OPEN
-42.5%
+117.9%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.6% | +0.6% | -2.3% |
| 7D | -15.1% | -15.0% | -0.1% | -12.0% |
| 30D | -23.0% | -40.2% | +17.2% | -14.6% |
| 3M | -53.3% | -67.4% | +14.1% | -41.3% |
| 6M | -58.6% | -74.0% | +15.5% | -45.7% |
| YTD | -65.0% | -79.6% | +14.6% | -52.1% |
| 1Y | -71.4% | -86.1% | +14.7% | -58.3% |
| 3Y | +75.4% | -41.4% | +116.8% | +5.4% |
| All | +75.4% | -42.5% | +117.9% | +5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling