+130.9%
SOUN vs RACE
+28.1%
+102.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -2.5% |
| 7D | -2.6% | +5.1% | -7.7% | -5.8% |
| 30D | -27.0% | +7.7% | -34.7% | -30.5% |
| 3M | -41.9% | +2.2% | -44.1% | -42.8% |
| 6M | -56.1% | +23.8% | -79.9% | -62.0% |
| YTD | -58.8% | +13.9% | -72.7% | -62.7% |
| 1Y | -71.1% | +3.8% | -74.9% | -72.1% |
| 3Y | +130.9% | +28.0% | +102.9% | +74.6% |
| All | +130.9% | +28.1% | +102.8% | +74.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling