-13.6%
SOUN vs OPEN
-56.1%
+42.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.3% | +0.9% | -0.7% |
| 7D | -4.4% | -2.9% | -1.5% | -3.6% |
| 30D | -13.1% | -13.8% | +0.7% | -9.6% |
| 3M | -7.7% | -30.9% | +23.2% | +1.1% |
| 6M | -21.2% | -40.9% | +19.8% | -10.0% |
| YTD | -35.0% | -48.5% | +13.5% | -23.2% |
| 1Y | -56.4% | -50.9% | -5.5% | -54.2% |
| 3Y | +181.7% | -20.6% | +202.4% | +81.2% |
| All | -13.6% | -56.1% | +42.5% | -24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling