-45.2%
SOUN vs P
+220.3%
-265.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.5% | -7.1% | -5.3% |
| 7D | -2.6% | -23.8% | +21.2% | +10.0% |
| 30D | -27.0% | -36.6% | +9.6% | -10.3% |
| 3M | -41.9% | +10.9% | -52.8% | -49.3% |
| 6M | -56.1% | +30.0% | -86.1% | -66.5% |
| YTD | -58.8% | +44.4% | -103.2% | -71.2% |
| 1Y | -71.1% | +3.9% | -75.0% | -76.6% |
| 3Y | +130.9% | +176.6% | -45.7% | -11.5% |
| All | -45.2% | +220.3% | -265.5% | -76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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