-46.0%
SOUN vs RACE
+105.5%
-151.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.1% | -1.9% |
| 7D | -1.0% | +3.9% | -4.9% | -3.6% |
| 30D | -24.9% | +7.4% | -32.3% | -28.5% |
| 3M | -49.5% | +1.6% | -51.1% | -50.1% |
| 6M | -54.4% | +23.3% | -77.7% | -60.8% |
| YTD | -59.4% | +14.7% | -74.0% | -63.7% |
| 1Y | -71.4% | +2.5% | -73.9% | -72.3% |
| 3Y | +134.1% | +28.0% | +106.1% | +80.0% |
| All | -46.0% | +105.5% | -151.5% | -59.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling