-71.4%
SOUN vs RACE
+10.6%
-82.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.3% | +0.6% | +2.4% |
| 7D | -2.7% | +9.9% | -12.6% | -7.8% |
| 30D | -26.5% | +12.8% | -39.3% | -31.3% |
| 3M | -33.6% | +7.4% | -41.0% | -36.2% |
| 6M | -54.4% | +27.6% | -82.0% | -59.8% |
| YTD | -56.7% | +18.4% | -75.0% | -61.0% |
| 1Y | -71.4% | +9.5% | -81.0% | -73.6% |
| All | -71.4% | +10.6% | -82.0% | -73.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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