-71.4%
SOUN vs REGN
+45.3%
-116.8%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.4% | +9.2% | +5.0% |
| 7D | -2.7% | +14.4% | -17.1% | -3.7% |
| 30D | -26.5% | +28.1% | -54.6% | -28.2% |
| 3M | -33.6% | +22.5% | -56.1% | -34.5% |
| 6M | -54.4% | +31.6% | -86.0% | -54.6% |
| YTD | -56.7% | +21.0% | -77.7% | -56.6% |
| 1Y | -71.4% | +49.0% | -120.4% | -69.6% |
| All | -71.4% | +45.3% | -116.8% | -69.6% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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