+185.7%
SOUN vs REPL
-24.7%
+210.3%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | REPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.8% | -0.7% | -2.4% |
| 7D | -4.1% | -5.7% | +1.7% | -3.7% |
| 30D | -18.1% | +22.5% | -40.6% | -19.3% |
| 3M | -12.3% | +64.7% | -76.9% | -17.7% |
| 6M | -18.6% | +83.0% | -101.6% | -29.3% |
| YTD | -34.1% | +52.0% | -86.1% | -42.1% |
| 1Y | -57.0% | +144.5% | -201.6% | -65.7% |
| 3Y | +185.7% | -25.1% | +210.7% | +133.1% |
| All | +185.7% | -24.7% | +210.3% | +133.1% |
Cumulative growth
Daily Returns
Daily percentage return beside REPL.
Daily Out/Under-Performance
Portfolio return minus REPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REPL 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 REPL 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