-57.1%
SOUN vs RDW
+29.5%
-86.6%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | +0.3% |
| 7D | -7.1% | +0.9% | -8.0% | -7.5% |
| 30D | -15.4% | -21.3% | +5.9% | -9.8% |
| 3M | -10.6% | -37.9% | +27.3% | -0.3% |
| 6M | -19.6% | +12.3% | -31.9% | -30.1% |
| YTD | -37.2% | +39.7% | -76.9% | -51.7% |
| 1Y | -57.1% | +25.7% | -82.7% | -65.8% |
| All | -57.1% | +29.5% | -86.6% | -65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RDW.
Daily Out/Under-Performance
Portfolio return minus RDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDW 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 RDW 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