+185.7%
SOUN vs OPEN
-19.6%
+205.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.5% | 0.0% | -2.0% |
| 7D | -4.1% | +1.0% | -5.1% | -4.3% |
| 30D | -18.1% | -11.9% | -6.2% | -15.8% |
| 3M | -12.3% | -28.8% | +16.5% | -6.3% |
| 6M | -18.6% | -38.6% | +20.0% | -10.3% |
| YTD | -34.1% | -47.3% | +13.2% | -25.2% |
| 1Y | -57.0% | -49.2% | -7.9% | -54.9% |
| 3Y | +185.7% | -18.8% | +204.4% | +126.7% |
| All | +185.7% | -19.6% | +205.3% | +126.7% |
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