-13.6%
SOUN vs RACE
+97.4%
-111.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.7% |
| 7D | -4.4% | -2.6% | -1.8% | -2.6% |
| 30D | -13.1% | -1.1% | -12.0% | -12.5% |
| 3M | -7.7% | +12.5% | -20.2% | -15.0% |
| 6M | -21.2% | +17.4% | -38.6% | -29.5% |
| YTD | -35.0% | +10.1% | -45.1% | -40.1% |
| 1Y | -56.4% | -15.1% | -41.2% | -52.1% |
| 3Y | +181.7% | +38.9% | +142.8% | +104.0% |
| All | -13.6% | +97.4% | -111.0% | -32.7% |
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