-57.0%
SOUN vs RACE
-15.2%
-41.9%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.1% |
| 7D | -4.1% | -1.0% | -3.0% | -3.7% |
| 30D | -18.1% | -1.5% | -16.5% | -17.4% |
| 3M | -12.3% | +15.5% | -27.7% | -16.8% |
| 6M | -18.6% | +17.3% | -35.9% | -24.1% |
| YTD | -34.1% | +11.1% | -45.2% | -37.8% |
| 1Y | -57.0% | -14.3% | -42.8% | -57.0% |
| All | -57.0% | -15.2% | -41.9% | -57.0% |
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